Position in USB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$358,869
+$188,117 QoQ
Shares Held
6,900
+115.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $34,340,007 across 20 Banks - Regional names. USB ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
13,220 | $24,915,205 | |
| 2 | TFC |
Truist Financial Corp
|
62,873 | $2,890,271 | |
| 3 | SSB |
SouthState Bank Corp
|
17,504 | $1,619,470 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
9,800 | $1,343,384 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,414 | $1,155,481 | |
| 6 | FCCO |
First Community Corp /Sc/
|
35,776 | $1,045,732 | |
| 7 | USB |
US Bancorp De
This page
|
6,900 | $358,869 | |
| 8 | LYG |
Lloyds Banking Group plc
|
50,500 | $254,015 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,869 | 6,900 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $170,752 | 3,200 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $154,656 | 3,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $144,800 | 3,200 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $135,104 | 3,200 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $153,056 | 3,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $146,336 | 3,200 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $127,040 | 3,200 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $143,040 | 3,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $138,496 | 3,200 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $105,792 | 3,200 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $105,728 | 3,200 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $120,767 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $146,093 | 3,350 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $8,064 | 200 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $9,204 | 200 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $10,630 | 200 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $33,702 | 600 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $35,664 | 600 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $34,182 | 600 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $44,248 | 800 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $74,544 | 1,600 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $57,360 | 1,600 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $45,288 | 1,230 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $42,373 | 1,230 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||