Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$566,974
+$91,499 QoQ
Shares Held
9,387
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,189
of 2,052 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $9,985,091 across 15 Banks - Regional names. USB ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
27,569 | $1,931,759 | |
| 2 | NU |
Nu Holdings Ltd.
|
118,793 | $1,587,074 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
8,667 | $1,339,224 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
4,389 | $1,080,659 | |
| 5 | USB |
US Bancorp \De\
This page
|
9,387 | $566,974 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,317 | $525,199 | |
| 7 | EWBC |
East West Bancorp Inc
|
3,911 | $504,870 | |
| 8 | WBS |
Webster Financial Corp
|
6,285 | $480,299 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,974 | 9,387 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $475,475 | 9,142 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $487,657 | 9,139 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $421,002 | 8,711 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $417,250 | 9,221 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $357,265 | 8,462 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $377,665 | 7,896 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $358,843 | 7,847 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $446,553 | 9,990 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,268,666 | 29,313 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,227,716 | 37,136 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $775,316 | 23,466 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $564,543 | 15,660 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $534,833 | 12,264 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $249,822 | 6,196 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $323,658 | 7,033 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $352,437 | 6,631 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $326,179 | 5,807 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $270,333 | 4,548 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $434,738 | 7,631 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $407,192 | 7,362 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $131,197 | 2,816 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $126,980 | 3,542 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $310,723 | 8,439 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $348,220 | 10,108 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||