Position in USB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,569,089
-$34,058 QoQ
Shares Held
30,169
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Community Bank, N.A. holds $16,663,894 across 21 Banks - Regional names. USB ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBU |
Community Financial System, Inc.
|
100,312 | $5,883,298 | |
| 2 | TFC |
Truist Financial Corp
|
96,139 | $4,419,508 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
13,112 | $2,728,475 | |
| 4 | USB |
US Bancorp De
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|
30,169 | $1,569,089 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
18,509 | $788,113 | |
| 6 | TMP |
Tompkins Financial Corp
|
3,500 | $275,940 | |
| 7 | MTB |
M&T Bank Corp
|
1,222 | $252,610 | |
| 8 | NWFL |
Norwood Financial Corp
|
5,497 | $161,721 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,569,089 | 30,169 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,603,147 | 30,044 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,198,873 | 24,806 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,145,186 | 25,308 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,225,645 | 29,030 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,760,717 | 36,812 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,076,965 | 45,418 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,911,276 | 48,143 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,287,119 | 51,166 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,312,925 | 53,441 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,854,963 | 56,109 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,867,882 | 56,534 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,320,682 | 64,374 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,722,310 | 62,424 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,442,504 | 60,578 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,777,720 | 60,359 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,016,740 | 56,759 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,110,076 | 55,369 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,238,528 | 54,484 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,081,165 | 54,084 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,999,405 | 54,229 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,499,041 | 53,639 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,972,574 | 55,023 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,228,714 | 60,530 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,125,392 | 61,695 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||