Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,837,166
+$1,287,503 QoQ
Shares Held
162,867
-0.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#370
of 2,059 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, 2026Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. USB ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp De
This page
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
|
107,529 | $3,121,566 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,837,166 | 162,867 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,549,663 | 164,385 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,688,608 | 162,830 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,174,725 | 189,835 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,087,170 | 178,722 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,274,294 | 172,295 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,311,407 | 131,955 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $4,554,708 | 99,600 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,177,740 | 29,666 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $5,667,155 | 126,782 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,513,899 | 150,506 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,685,230 | 141,719 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,369,627 | 162,519 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,810,809 | 216,666 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,300,901 | 190,344 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,220,875 | 129,486 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,380,934 | 116,926 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,961,446 | 93,348 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,330,089 | 77,089 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $422,024 | 7,100 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $3,070,284 | 53,893 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,195,585 | 39,696 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $405,938 | 8,713 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $303,541 | 8,467 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $303,654 | 8,247 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $527,119 | 15,301 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||