Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$524,694
+$72,884 QoQ
Shares Held
8,687
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,221
of 2,052 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Peak Asset Management, LLC holds $777,141 across 2 Banks - Regional names. USB ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
8,687 | $524,694 | |
| 2 | SSB |
SouthState Bank Corp
|
2,527 | $252,447 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,694 | 8,687 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $451,810 | 8,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,538 | 8,687 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $429,798 | 8,893 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $415,983 | 9,193 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $293,808 | 6,959 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $332,848 | 6,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $318,235 | 6,959 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $276,272 | 6,959 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $311,067 | 6,959 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $301,185 | 6,959 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $230,064 | 6,959 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $229,925 | 6,959 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $250,871 | 6,959 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $303,481 | 6,959 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $280,586 | 6,959 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $310,773 | 6,753 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $358,921 | 6,753 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $379,316 | 6,753 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $401,398 | 6,753 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $384,718 | 6,753 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $373,508 | 6,753 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $300,645 | 6,453 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $243,887 | 6,803 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $250,486 | 6,803 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $234,363 | 6,803 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||