Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,999,582
+$1,472,023 QoQ
Shares Held
165,556
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#367
of 2,059 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $113,537,310 across 67 Banks - Regional names. USB ranks #1 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
165,556 | $9,999,582 | |
| 2 | BPOP |
Popular, Inc.
|
59,321 | $9,739,321 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,745 | $8,308,693 | |
| 4 | NWG |
NatWest Group plc
|
435,479 | $7,677,494 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,095,240 | $6,385,249 | |
| 6 | KB |
KB Financial Group Inc.
|
55,107 | $5,784,030 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
164,407 | $5,550,380 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
86,477 | $5,469,670 |
All Filings in USB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,999,582 | 165,556 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,527,559 | 163,960 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,296,999 | 155,491 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,811,730 | 120,251 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,529,002 | 77,989 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,426,045 | 57,462 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,593,103 | 54,215 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,395,886 | 52,392 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,992,781 | 50,196 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $844,740 | 18,898 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $877,112 | 20,266 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $602,022 | 18,210 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $643,553 | 19,478 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $357,340 | 8,194 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $660,280 | 16,376 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $329,227 | 7,154 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $363,333 | 6,836 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $309,215 | 5,505 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $315,210 | 5,303 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $297,041 | 5,214 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $349,946 | 6,327 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||