Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,546,212
+$697,324 QoQ
Shares Held
108,381
-3.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#437
of 2,052 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Perennial Advisors, LLC holds $6,546,212 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
108,381 | $6,546,212 |
All Filings in USB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,546,212 | 108,381 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,848,888 | 112,457 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,927,602 | 111,087 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,017,233 | 103,812 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,596,721 | 101,585 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,210,305 | 99,723 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,423,414 | 92,482 | Shares | Sole | 2025-02-21 | |
| 2024-06-30 | $3,514,005 | 88,514 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,852,335 | 86,182 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,628,681 | 83,842 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,788,809 | 84,356 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,764,093 | 83,659 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,907,288 | 80,646 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,285,926 | 75,348 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,094,922 | 76,759 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,486,613 | 75,763 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,874,209 | 72,892 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,588,139 | 63,880 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,348,195 | 56,329 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,994,457 | 52,562 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,697,745 | 48,775 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,109,874 | 45,286 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,699,039 | 47,393 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,748,950 | 47,500 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,502,571 | 43,616 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||