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Equibles

OneDigital Investment Advisors LLC

Position in USB — US Bancorp De

CIK 1690370 OVERLAND PARK, KS
Back to USB Full portfolio

Position in USB

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$1,146,029
+$88,978 QoQ
Shares Held
18,974
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#922
of 2,070 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in USB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $24,032,590 across 36 Banks - Regional names. USB ranks #4 (4.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFC
Truist Financial Corp
 122,054 $6,080,730
2 PNC
Pnc Financial Services Group, Inc.
 6,269 $1,543,553
3 FITB
Fifth Third Bancorp
 23,371 $1,317,423
4 USB
US Bancorp De
This page 		18,974 $1,146,029
5 FHB
First Hawaiian, Inc.
 33,441 $979,821
6 IBN
Icici Bank Ltd
 30,116 $874,267
7 NU
Nu Holdings Ltd.
 57,547 $768,827
8 WTFC
Wintrust Financial Corp
 4,643 $746,222

All Filings in USB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,146,029 18,974
2026-03-31 $1,057,051 20,324
2025-12-31 $1,233,256 23,112
2025-09-30 $1,207,380 24,982
2025-06-30 $1,169,757 25,851
2025-03-31 $1,076,398 25,495
2024-12-31 $1,536,538 32,125
2024-09-30 $1,568,264 34,294
2024-06-30 $1,272,861 32,062
2024-03-31 $1,261,523 28,222
2023-12-31 $1,178,860 27,238
2023-09-30 $831,624 25,155
2023-06-30 $841,694 25,475
2023-03-31 $940,652 26,093
2022-12-31 $1,050,739 24,094
2022-09-30 $677,013 16,791
2022-06-30 $734,387 15,958
2022-03-31 $722,255 13,589
2021-12-31 $663,873 11,819
2021-09-30 $1,501,750 25,265
2021-06-30 $1,033,093 18,134
2021-03-31 $1,082,361 19,569
2020-12-31 $944,471 20,272
2020-09-30 $738,975 20,613
2020-06-30 $1,418,637 38,529
2020-03-31 $1,285,501 37,315