Position in USB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$3,986,201
+$298,282 QoQ
Shares Held
76,643
+10.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.04305733148926176.ToString("F0")%
Shared 0.ToString("F0")%
None 99.95694266851073.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Merit Financial Group, LLC holds $85,798,763 across 55 Banks - Regional names. USB ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
176,727 | $23,868,747 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
56,882 | $11,836,573 | |
| 3 | NIC |
Nicolet Bankshares Inc
|
47,032 | $6,989,894 | |
| 4 | TFC |
Truist Financial Corp
|
89,184 | $4,099,784 | |
| 5 | USB |
US Bancorp De
This page
|
76,643 | $3,986,201 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
65,392 | $3,921,554 | |
| 7 | KEY |
Keycorp /New/
|
112,638 | $2,258,389 | |
| 8 | MTB |
M&T Bank Corp
|
8,749 | $1,808,591 |
All Filings in USB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||