Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$399,364
+$55,474 QoQ
Shares Held
6,612
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,346
of 2,047 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, 2026CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $2,503,134 across 2 Banks - Regional names. USB ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
8,839 | $2,103,770 | |
| 2 | USB |
US Bancorp De
This page
|
6,612 | $399,364 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,364 | 6,612 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $343,890 | 6,612 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $352,816 | 6,612 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $319,557 | 6,612 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $299,193 | 6,612 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $279,158 | 6,612 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $316,251 | 6,612 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $302,366 | 6,612 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $262,496 | 6,612 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $295,556 | 6,612 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $286,167 | 6,612 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $218,592 | 6,612 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $218,460 | 6,612 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $238,362 | 6,612 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $288,349 | 6,612 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $266,595 | 6,612 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $304,284 | 6,612 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $351,427 | 6,612 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $371,396 | 6,612 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $393,017 | 6,612 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $376,685 | 6,612 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $365,709 | 6,612 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $308,053 | 6,612 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $237,040 | 6,612 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $243,453 | 6,612 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $227,783 | 6,612 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||