Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$96,640
+$13,424 QoQ
Shares Held
1,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,785
of 2,047 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $232,340 across 7 Banks - Regional names. USB ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
1,600 | $96,640 | |
| 2 | KEY |
Keycorp /New/
|
3,007 | $69,311 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
190 | $46,781 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
112 | $7,847 | |
| 5 | MTB |
M&T Bank Corp
|
23 | $5,474 | |
| 6 | IBN |
Icici Bank Ltd
|
125 | $3,628 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
150 | $2,659 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,640 | 1,600 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $83,216 | 1,600 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $85,376 | 1,600 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $77,328 | 1,600 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $72,400 | 1,600 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $67,552 | 1,600 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $76,528 | 1,600 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $73,168 | 1,600 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $63,520 | 1,600 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $71,520 | 1,600 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $69,248 | 1,600 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $52,896 | 1,600 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $52,864 | 1,600 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $57,680 | 1,600 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $69,776 | 1,600 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $64,512 | 1,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $73,632 | 1,600 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $85,040 | 1,600 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $95,104 | 1,600 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $91,152 | 1,600 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $88,496 | 1,600 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $74,544 | 1,600 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $57,360 | 1,600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $58,912 | 1,600 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $55,120 | 1,600 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||