Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,718
-$1,702 QoQ
Shares Held
45
-47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,009
of 2,044 holders
Holding Since
Mar 2020
4 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, 2026BFSG, LLC holds $2,531,973 across 14 Banks - Regional names. USB ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAL |
Western Alliance Bancorporation
|
4,658 | $382,887 | |
| 2 | WSBC |
Wesbanco Inc
|
9,406 | $367,116 | |
| 3 | FLG |
Flagstar Bank, National Association
|
22,841 | $341,244 | |
| 4 | PB |
Prosperity Bancshares Inc
|
3,728 | $272,255 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,277 | $229,703 | |
| 6 | FHN |
First Horizon Corp
|
6,989 | $179,197 | |
| 7 | PEBO |
Peoples Bancorp Inc
|
4,507 | $173,113 | |
| 8 | BSRR |
Sierra Bancorp
|
3,600 | $146,736 |
All Filings in USB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,718 | 45 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,420 | 85 | Shares | Sole | 2026-04-29 | |
| 2023-12-31 | $8,656 | 200 | Shares | Sole | 2024-04-23 | |
| 2020-03-31 | $1,716,919 | 49,838 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||