Position in USB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,057,051
-$176,205 QoQ
Shares Held
20,324
-12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $20,673,754 across 31 Banks - Regional names. USB ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,575 | $5,634,772 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
672 | $1,266,491 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,796 | $1,206,089 | |
| 4 | NU |
Nu Holdings Ltd.
|
78,600 | $1,129,482 | |
| 5 | USB |
US Bancorp De
This page
|
20,324 | $1,057,051 | |
| 6 | FITB |
Fifth Third Bancorp
|
22,425 | $1,041,865 | |
| 7 | IBN |
Icici Bank Ltd
|
28,436 | $736,492 | |
| 8 | LARK |
Landmark Bancorp Inc
|
24,491 | $607,376 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,057,051 | 20,324 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,233,256 | 23,112 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,207,380 | 24,982 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,169,757 | 25,851 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,076,398 | 25,495 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,536,538 | 32,125 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,568,264 | 34,294 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,272,861 | 32,062 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,261,523 | 28,222 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,178,860 | 27,238 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $831,624 | 25,155 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $841,694 | 25,475 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $940,652 | 26,093 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,050,739 | 24,094 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $677,013 | 16,791 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $734,387 | 15,958 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $722,255 | 13,589 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $663,873 | 11,819 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,501,750 | 25,265 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,033,093 | 18,134 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,082,361 | 19,569 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $944,471 | 20,272 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $738,975 | 20,613 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,418,637 | 38,529 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,285,501 | 37,315 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||