Position in USB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,417,890
+$823,781 QoQ
Shares Held
23,475
+105.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#848
of 2,044 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,630,860 across 16 Banks - Regional names. USB ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
23,475 | $1,417,890 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,969 | $731,027 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
52,359 | $501,599 | |
| 4 | TFC |
Truist Financial Corp
|
9,751 | $485,794 | |
| 5 | AUB |
Atlantic Union Bankshares Corp
|
11,431 | $483,645 | |
| 6 | LYG |
Lloyds Banking Group plc
|
65,773 | $383,456 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,816 | $359,851 | |
| 8 | UMBF |
Umb Financial Corp
|
2,191 | $312,786 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417,890 | 23,475 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $594,109 | 11,423 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $561,453 | 10,522 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $527,183 | 10,908 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $456,663 | 10,092 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $430,516 | 10,197 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $517,376 | 10,817 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $497,267 | 10,874 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $485,888 | 12,239 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $602,421 | 13,477 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $737,620 | 17,043 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||