Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,194
+$1,972 QoQ
Shares Held
235
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,947
of 2,047 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $310,734 across 8 Banks - Regional names. USB ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EBC |
Eastern Bankshares, Inc.
|
9,912 | $220,442 | |
| 2 | MTB |
M&T Bank Corp
|
253 | $60,216 | |
| 3 | USB |
US Bancorp De
This page
|
235 | $14,194 | |
| 4 | BHB |
Bar Harbor Bankshares
|
290 | $10,950 | |
| 5 | FITB |
Fifth Third Bancorp
|
41 | $2,311 | |
| 6 | BAP |
Credicorp Ltd
|
4 | $1,558 | |
| 7 | UMBF |
Umb Financial Corp
|
4 | $571 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2 | $492 |
All Filings in USB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,194 | 235 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,222 | 235 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,460 | 271 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,357 | 235 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,258 | 293 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,959 | 378 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $18,079 | 378 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,633 | 320 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $12,704 | 320 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $14,304 | 320 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,849 | 320 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $12,364 | 374 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $12,356 | 374 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,874 | 690 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $30,090 | 690 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $27,820 | 690 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $31,753 | 690 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $33,803 | 636 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $35,724 | 636 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $47,017 | 791 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $43,750 | 791 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||