Position in USB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,608,193
-$101,607 QoQ
Shares Held
69,375
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Mutual Advisors, LLC holds $39,685,139 across 20 Banks - Regional names. USB ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
492,702 | $24,240,938 | |
| 2 | USB |
US Bancorp De
This page
|
69,375 | $3,608,193 | |
| 3 | TFC |
Truist Financial Corp
|
37,447 | $1,721,438 | |
| 4 | EFSC |
Enterprise Financial Services Corp
|
24,061 | $1,301,940 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
82,629 | $1,293,143 | |
| 6 | FFIN |
First Financial Bankshares Inc
|
25,903 | $762,843 | |
| 7 | BSRR |
Sierra Bancorp
|
20,951 | $710,657 | |
| 8 | BUSE |
First Busey Corp /Nv/
|
27,290 | $689,618 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,608,193 | 69,375 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,709,800 | 69,524 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,361,303 | 69,549 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,098,810 | 68,482 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,423,090 | 57,392 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,725,592 | 56,985 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,626,914 | 57,444 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,284,060 | 57,533 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,585,492 | 57,841 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,569,836 | 59,377 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,984,459 | 60,026 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,886,803 | 87,373 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,440,404 | 67,695 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,698,804 | 61,885 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,014,048 | 25,150 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,085,013 | 23,577 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,283,466 | 24,148 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,318,703 | 23,477 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,356,064 | 22,814 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,308,429 | 22,967 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,268,479 | 22,934 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $984,493 | 21,131 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $750,304 | 20,929 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $792,292 | 21,518 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $755,178 | 21,921 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||