Position in USB
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,499,792
+$215,978 QoQ
Shares Held
24,831
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#833
of 2,047 holders
Holding Since
Mar 2020
26 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, 2026CX Institutional holds $9,421,955 across 40 Banks - Regional names. USB ranks #1 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
24,831 | $1,499,792 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,489 | $1,098,594 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
16,675 | $860,096 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,024 | $744,569 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
39,648 | $702,959 | |
| 6 | BOKF |
Bok Financial Corp
|
5,000 | $694,400 | |
| 7 | TFC |
Truist Financial Corp
|
12,788 | $637,098 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,930 | $485,585 |
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,792 | 24,831 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,283,814 | 24,684 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,359,932 | 25,486 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,169,006 | 24,188 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,086,633 | 24,014 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $866,101 | 20,514 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,167,673 | 24,413 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $813,170 | 17,782 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $901,388 | 22,705 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,002,218 | 22,421 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $961,248 | 22,210 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $836,814 | 25,312 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,747,727 | 113,430 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,765,422 | 104,450 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,767,031 | 86,380 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,571,730 | 63,783 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $627,068 | 13,626 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $223,442 | 4,204 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $254,843 | 4,537 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $274,137 | 4,612 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $241,837 | 4,245 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $333,795 | 6,035 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,074,047 | 44,517 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,769,627 | 49,362 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,764,519 | 75,082 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,161,358 | 62,739 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||