Position in USB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$728,001
+$283,472 QoQ
Shares Held
12,053
+41.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,081
of 2,044 holders
Holding Since
Mar 2020
25 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, 2026Dynamic Advisor Solutions LLC holds $14,679,414 across 12 Banks - Regional names. USB ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
17,460 | $4,299,001 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
58,619 | $4,107,433 | |
| 3 | MTB |
M&T Bank Corp
|
9,063 | $2,157,084 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
32,469 | $1,674,751 | |
| 5 | USB |
US Bancorp De
This page
|
12,053 | $728,001 | |
| 6 | ONB |
Old National Bancorp /In/
|
15,013 | $388,836 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,331 | $300,508 | |
| 8 | IBN |
Icici Bank Ltd
|
9,736 | $282,636 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,001 | 12,053 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $444,529 | 8,547 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $360,073 | 6,748 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $348,894 | 7,219 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $363,991 | 8,044 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $327,416 | 7,755 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $683,389 | 14,944 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $633,810 | 15,965 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $758,067 | 16,959 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $738,313 | 17,059 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $291,225 | 8,809 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $341,005 | 10,321 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $432,960 | 12,010 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $485,422 | 11,131 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $373,564 | 9,265 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $409,439 | 8,897 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $469,048 | 8,825 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $499,182 | 8,887 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $591,130 | 9,945 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $578,302 | 10,151 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $556,142 | 10,055 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $513,142 | 11,014 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $441,241 | 12,308 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $456,715 | 12,404 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $445,335 | 12,927 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||