Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,605,014
+$618,813 QoQ
Shares Held
76,242
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#527
of 2,059 holders
Holding Since
Dec 2022
15 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, 2026Merit Financial Group, LLC holds $115,541,771 across 71 Banks - Regional names. USB ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
174,046 | $25,819,722 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
74,463 | $18,334,277 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
46,857 | $7,749,678 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
70,592 | $4,946,376 | |
| 5 | TFC |
Truist Financial Corp
|
98,933 | $4,928,837 | |
| 6 | USB |
US Bancorp De
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|
76,242 | $4,605,014 | |
| 7 | KEY |
Keycorp /New/
|
118,987 | $2,742,645 | |
| 8 | AX |
Axos Financial, Inc.
|
24,147 | $2,351,674 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,605,014 | 76,242 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $3,986,201 | 76,643 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,687,919 | 69,114 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,569,847 | 53,173 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $2,520,108 | 55,693 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,412,132 | 33,447 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,668,358 | 34,881 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $572,265 | 12,514 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $980,907 | 24,708 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,276,453 | 28,556 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $965,620 | 22,311 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $621,759 | 18,807 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $710,789 | 21,513 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $676,225 | 18,758 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,094,480 | 25,097 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||