Position in USB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$485,072
+$63,687 QoQ
Shares Held
8,031
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,250
of 2,052 holders
Holding Since
Mar 2023
14 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, 2026Trilogy Capital Inc. holds $845,303 across 2 Banks - Regional names. USB ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
8,031 | $485,072 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
5,468 | $360,231 |
All Filings in USB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,072 | 8,031 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $421,385 | 8,102 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $454,200 | 8,512 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $410,611 | 8,496 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $379,964 | 8,397 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $359,883 | 8,524 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $403,398 | 8,434 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $374,803 | 8,196 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $312,200 | 7,864 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $339,630 | 7,598 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,258,940 | 75,299 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,453,845 | 74,224 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,618,882 | 79,264 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,986,066 | 55,092 | Shares | Sole | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||