Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$294,570
+$44,766 QoQ
Shares Held
4,877
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,500
of 2,052 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JNBA Financial Advisors holds $1,018,828 across 19 Banks - Regional names. USB ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
4,877 | $294,570 | |
| 2 | UMBF |
Umb Financial Corp
|
1,841 | $262,821 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
697 | $171,615 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
9,670 | $171,449 | |
| 5 | FNB |
Fnb Corp/Pa/
|
3,000 | $57,240 | |
| 6 | TFC |
Truist Financial Corp
|
374 | $18,632 | |
| 7 | RF |
Regions Financial Corp
|
230 | $6,946 | |
| 8 | FHN |
First Horizon Corp
|
224 | $5,743 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,570 | 4,877 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $249,804 | 4,803 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $256,288 | 4,803 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $346,719 | 7,174 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $324,623 | 7,174 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $302,886 | 7,174 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $343,132 | 7,174 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $305,613 | 6,683 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $265,315 | 6,683 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $298,730 | 6,683 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $289,240 | 6,683 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $221,898 | 6,712 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $270,366 | 8,183 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $241,931 | 6,711 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $293,102 | 6,721 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $270,990 | 6,721 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $309,300 | 6,721 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $357,221 | 6,721 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $665,052 | 11,840 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $700,857 | 11,791 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $672,986 | 11,813 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $653,377 | 11,813 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $541,468 | 11,622 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $412,920 | 11,518 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $721,745 | 19,602 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $675,288 | 19,602 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||