Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,566,853
-$5,463,923 QoQ
Shares Held
299,305
-24.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 27.45894655952958.ToString("F0")%
Shared 0.ToString("F0")%
None 72.54105344047042.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $382,853,779 across 115 Banks - Regional names. USB ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
4,298,560 | $61,770,306 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
239,501 | $49,837,763 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
506,748 | $30,389,677 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
231,622 | $19,951,919 | |
| 5 | PB |
Prosperity Bancshares Inc
|
295,148 | $19,828,042 | |
| 6 | USB |
US Bancorp De
This page
|
299,305 | $15,566,853 | |
| 7 | BPOP |
Popular, Inc.
|
95,806 | $12,854,291 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
437,132 | $11,990,530 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,566,853 | 299,305 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $21,030,776 | 394,130 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,906,892 | 122,220 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,874,963 | 107,734 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $990,649 | 23,464 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,876,621 | 81,050 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $3,206,358 | 70,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,559,815 | 64,479 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,448,442 | 54,775 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,133,487 | 49,295 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,317,836 | 39,862 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,323,251 | 40,050 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,179,843 | 32,728 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,632,801 | 37,441 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,846,655 | 45,800 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $1,463,941 | 31,811 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,764,898 | 33,206 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,805,864 | 32,150 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,813,038 | 30,502 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,216,080 | 21,346 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,018,533 | 18,415 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $233,025 | 6,500 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $236,678 | 6,428 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $737,643 | 21,412 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||