Position in USB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,518,982
+$283,645 QoQ
Shares Held
41,705
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#667
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, 2026Plancorp, LLC holds $12,610,712 across 7 Banks - Regional names. USB ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
|
87,704 | $5,777,939 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
54,237 | $3,132,186 | |
| 3 | USB |
US Bancorp \De\
This page
|
41,705 | $2,518,982 | |
| 4 | MTB |
M&T Bank Corp
|
1,958 | $466,023 | |
| 5 | RF |
Regions Financial Corp
|
8,554 | $258,330 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,002 | $246,712 | |
| 7 | BOTJ |
Bank Of The James Financial Group Inc
|
8,250 | $210,540 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,518,982 | 41,705 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,235,337 | 42,979 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,365,768 | 44,336 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,381,509 | 49,276 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,267,568 | 50,112 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,919,870 | 45,473 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,162,537 | 45,213 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,043,216 | 44,680 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,779,989 | 44,836 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,016,104 | 45,103 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,999,059 | 46,189 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,517,090 | 45,889 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,527,538 | 46,233 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,642,474 | 45,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,984,473 | 45,505 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,824,439 | 45,249 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,351,760 | 51,103 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,697,734 | 50,757 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,890,676 | 51,463 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,118,579 | 52,466 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,980,043 | 52,309 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,899,073 | 52,415 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,485,390 | 53,346 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,751,666 | 48,861 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,002,050 | 54,374 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,862,470 | 54,063 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||