Patriot Financial Group Insurance Agency, LLC

Insurance

Position in USB — US Bancorp De

CIK 1694883 Westborough, MA

Position in USB

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$262,130

-$143,697 QoQ

Shares Held

5,040

-40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,702,539 across 4 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	215,474	$1,256,213
2	TFC	Truist Financial Corp	20,970	$1,044,725
3	MTB	M&T Bank Corp	3,675	$874,686
4	WBS	Webster Financial Corp	6,895	$526,915

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$262,130	5,040	-40.0%	Shares	Sole	2026-04-22
2025-09-30	$405,827	8,397	-6.2%	Shares	Sole	2025-10-08
2025-06-30	$405,032	8,951	+9.6%	Shares	Sole	2025-07-21
2025-03-31	$344,852	8,168	+2.8%	Shares	Sole	2025-04-14
2024-12-31	$379,961	7,944	+2.0%	Shares	Sole	2025-01-22
2024-09-30	$356,053	7,786	+0.4%	Shares	Sole	2024-10-24
2024-06-30	$307,913	7,756	+68.8%	Shares	Sole	2024-07-26
2024-03-31	$205,441	4,596	+286.9%	Shares	Sole	2024-04-30
2022-06-30	$54,671	1,188	-5.3%	Shares	Sole	2022-07-29
2022-03-31	$66,703	1,255	-30.4%	Shares	Sole	2022-05-11
2021-12-31	$101,330	1,804	-0.2%	Shares	Sole	2022-01-10
2021-09-30	$107,467	1,808	+30.7%	Shares	Sole	2021-11-24
2021-06-30	$78,789	1,383	+17.4%	Shares	Sole	2021-07-30
2021-03-31	$65,155	1,178	+12.8%	Shares	Sole	2021-04-29
2020-12-31	$48,639	1,044	+59.1%	Shares	Sole	2021-01-15
2020-09-30	$23,517	656	-23.4%	Shares	Sole	2020-10-21
2020-06-30	$31,517	856	-76.6%	Shares	Sole	2020-07-10
2020-03-31	$126,224	3,664	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.