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Trinity Financial Advisors LLC

Position in USB — US Bancorp De

CIK 1809574 COLUMBUS, OH

Position in USB

as of Jun 30, 2026 · filed Jul 6, 2026
Position Value
$222,634
+$19,600 QoQ
Shares Held
3,686
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,659
of 2,047 holders
Holding Since
Dec 2020
12 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, 2026

Trinity Financial Advisors LLC holds $5,332,207 across 3 Banks - Regional names. USB ranks #3 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 USB
US Bancorp De
This page
3,686 $222,634

All Filings in USB

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $222,634 3,686
2025-12-31 $203,034 3,805
2024-06-30 $224,821 5,663
2024-03-31 $297,255 6,650
2023-12-31 $341,089 7,881
2023-09-30 $291,060 8,804
2023-06-30 $289,760 8,770
2023-03-31 $226,321 6,278
2022-12-31 $268,986 6,168
2022-09-30 $465,091 11,535
2021-03-31 $332,523 6,012
2020-12-31 $1,782,719 38,264