Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,353,564
-$17,939 QoQ
Shares Held
22,410
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#864
of 2,047 holders
Holding Since
Mar 2026
2 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, 2026Strategic Investment Advisors / MI holds $6,709,062 across 6 Banks - Regional names. USB ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
35,960 | $2,519,717 | |
| 2 | USB |
US Bancorp De
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|
22,410 | $1,353,564 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,493 | $1,352,486 | |
| 4 | RF |
Regions Financial Corp
|
23,272 | $702,814 | |
| 5 | TFC |
Truist Financial Corp
|
9,323 | $464,471 | |
| 6 | FITB |
Fifth Third Bancorp
|
5,606 | $316,010 |
All Filings in USB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,564 | 22,410 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,371,503 | 26,370 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||