Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,332,086
+$637,136 QoQ
Shares Held
55,167
+6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#590
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, 2026XML Financial, LLC holds $8,621,479 across 7 Banks - Regional names. USB ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
67,007 | $3,338,288 | |
| 2 | USB |
US Bancorp De
This page
|
55,167 | $3,332,086 | |
| 3 | RF |
Regions Financial Corp
|
27,375 | $826,725 | |
| 4 | MTB |
M&T Bank Corp
|
1,996 | $475,067 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,084 | $266,902 | |
| 6 | EGBN |
Eagle Bancorp Inc
|
8,712 | $247,333 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
14,100 | $135,078 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,332,086 | 55,167 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,694,950 | 51,816 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,785,338 | 52,199 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,977,997 | 61,618 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,953,422 | 65,269 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,870,960 | 68,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,252,296 | 67,997 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,033,087 | 66,326 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,481,686 | 62,511 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,879,171 | 64,411 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,210,337 | 74,176 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,471,896 | 74,770 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,468,352 | 74,708 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,328,505 | 64,591 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,843,328 | 65,199 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,668,377 | 66,180 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $663,838 | 14,425 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,812,999 | 34,111 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,512,882 | 26,934 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $970,714 | 16,331 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $700,446 | 12,295 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $678,930 | 12,275 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $554,094 | 11,893 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $429,949 | 11,993 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $419,453 | 11,392 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $391,041 | 11,351 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||