Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,255,205
+$100,849 QoQ
Shares Held
43,361
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Summit Financial, LLC holds $18,773,571 across 20 Banks - Regional names. USB ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
78,727 | $3,657,656 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
51,906 | $2,553,775 | |
| 3 | USB |
US Bancorp De
This page
|
43,361 | $2,255,205 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,795 | $2,246,331 | |
| 5 | RF |
Regions Financial Corp
|
82,240 | $2,148,108 | |
| 6 | TFC |
Truist Financial Corp
|
23,133 | $1,063,424 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
34,886 | $545,965 | |
| 8 | MTB |
M&T Bank Corp
|
2,537 | $524,448 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,255,205 | 43,361 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,154,356 | 40,374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,951,565 | 40,380 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,755,790 | 38,802 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,644,637 | 38,954 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,618,615 | 33,841 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $238,390 | 5,213 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||