West Branch Capital LLC

Position in USB — US Bancorp De

CIK 1738723 AMHERST, MA

Position in USB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$906

+$126 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,034

of 2,047 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

West Branch Capital LLC holds $617,429 across 4 Banks - Regional names. USB ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	2,263	$538,616
2	PNC	Pnc Financial Services Group, Inc.	315	$77,559
3	USB	US Bancorp De This page	15	$906
4	TFC	Truist Financial Corp	7	$348

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$906	15	0.0%	Shares	Sole	2026-07-10
2026-03-31	$780	15	0.0%	Shares	Sole	2026-04-14
2025-12-31	$800	15	0.0%	Shares	Sole	2026-01-16
2025-09-30	$724	15	0.0%	Shares	Sole	2025-10-21
2025-06-30	$678	15	0.0%	Shares	Sole	2025-07-16
2025-03-31	$633	15	0.0%	Shares	Sole	2025-04-16
2024-12-31	$717	15	-88.6%	Shares	Sole	2025-01-17
2024-09-30	$6,036	132	-87.1%	Shares	Sole	2024-10-18
2024-06-30	$40,533	1,021	0.0%	Shares	Sole	2024-07-26
2024-03-31	$45,638	1,021	0.0%	Shares	Sole	2024-04-24
2023-12-31	$44,188	1,021	-40.5%	Shares	Sole	2024-01-19
2023-09-30	$56,764	1,717	0.0%	Shares	Sole	2023-10-20
2023-06-30	$56,729	1,717	0.0%	Shares	Sole	2023-08-07
2023-03-31	$61,897	1,717	0.0%	Shares	Sole	2023-04-20
2022-12-31	$74,878	1,717	0.0%	Shares	Sole	2023-01-27
2022-09-30	$69,229	1,717	0.0%	Shares	Sole	2022-10-19
2022-06-30	$79,016	1,717	0.0%	Shares	Sole	2022-07-28
2022-03-31	$91,258	1,717	0.0%	Shares	Sole	2022-05-03
2021-12-31	$96,443	1,717	0.0%	Shares	Sole	2022-01-24
2021-09-30	$102,058	1,717	0.0%	Shares	Sole	2021-11-09
2021-06-30	$97,817	1,717	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.