Tarbox Family Office, Inc.
Family OfficePosition in USB — US Bancorp \De\
CIK 1599603
NEWPORT BEACH, CA
Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,954,345
+$410,380 QoQ
Shares Held
48,913
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#639
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, 2026Tarbox Family Office, Inc. holds $2,968,745 across 2 Banks - Regional names. USB ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
48,913 | $2,954,345 | |
| 2 | PNBK |
Patriot National Bancorp Inc
|
15,000 | $14,400 |
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,954,345 | 48,913 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,543,965 | 48,913 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,643,240 | 49,536 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,396,201 | 49,580 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,243,495 | 49,580 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,093,267 | 49,580 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,375,189 | 49,659 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,269,351 | 49,625 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,974,598 | 49,738 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,223,243 | 49,737 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,147,770 | 49,625 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,644,206 | 49,734 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,643,145 | 49,732 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,792,766 | 49,730 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,168,681 | 49,729 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,000,880 | 49,625 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,288,482 | 49,728 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,637,568 | 49,625 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,795,693 | 49,772 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $2,958,507 | 49,773 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,835,852 | 49,778 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,753,221 | 49,778 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,319,157 | 49,778 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,784,684 | 49,782 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,827,965 | 49,646 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,713,646 | 49,743 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||