Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$374,057
+$54,300 QoQ
Shares Held
6,193
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,370
of 2,044 holders
Holding Since
Sep 2025
4 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, 2026Perennial Investment Advisors, LLC holds $653,270 across 2 Banks - Regional names. USB ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
6,193 | $374,057 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,134 | $279,213 |
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,057 | 6,193 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $319,757 | 6,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $278,112 | 5,212 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $202,744 | 4,195 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||