Position in USB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$197,810
+$13,854 QoQ
Shares Held
3,275
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,721
of 2,047 holders
Holding Since
Jun 2021
4 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, 2026Lipe & Dalton holds $197,810 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
3,275 | $197,810 |
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,810 | 3,275 | Shares | Sole | 2026-07-14 | |
| 2021-12-31 | $183,956 | 3,275 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $194,666 | 3,275 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $186,576 | 3,275 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||