Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$976,426
+$83,207 QoQ
Shares Held
16,166
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#974
of 2,052 holders
Holding Since
Dec 2020
23 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, 2026Shepherd Financial Partners LLC holds $2,423,707 across 5 Banks - Regional names. USB ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
16,166 | $976,426 | |
| 2 | TFC |
Truist Financial Corp
|
11,824 | $589,071 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,211 | $544,392 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
3,693 | $255,518 | |
| 5 | LYG |
Lloyds Banking Group plc
|
10,000 | $58,300 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,426 | 16,166 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $893,219 | 17,174 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $911,602 | 17,084 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $835,867 | 17,295 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $781,603 | 17,273 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $728,590 | 17,257 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $797,421 | 16,672 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $740,185 | 16,186 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $594,031 | 14,963 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $652,351 | 14,594 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $619,899 | 14,323 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $472,758 | 14,300 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $364,695 | 11,038 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $924,358 | 25,641 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,117,462 | 25,624 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $564,318 | 13,996 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,728,143 | 37,552 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,935,032 | 36,407 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,060,484 | 36,683 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,087,770 | 35,124 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,980,505 | 34,764 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,638,452 | 47,703 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,153,436 | 46,221 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||