Position in USB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,161,160
+$1,828,181 QoQ
Shares Held
217,900
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#57
of 763 holders
Holding Since
Sep 2020
24 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, 2026AM INVESTMENT STRATEGIES LLC holds $28,479,797 across 7 Banks - Regional names. USB ranks #1 (46.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
217,900 | $13,161,160 | |
| 2 | TFC |
Truist Financial Corp
|
86,379 | $4,303,401 | |
| 3 | ONB |
Old National Bancorp /In/
|
134,163 | $3,474,821 | |
| 4 | SBCF |
Seacoast Banking Corp Of Florida
|
76,543 | $2,545,054 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
24,508 | $2,472,367 | |
| 6 | FHN |
First Horizon Corp
|
89,030 | $2,282,729 | |
| 7 | PRK |
Park National Corp /Oh/
|
1,313 | $240,265 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,161,160 | 217,900 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,332,979 | 217,900 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,626,610 | 217,890 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,592,776 | 219,176 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $10,427,364 | 230,439 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $9,752,313 | 230,988 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,593,531 | 221,483 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,184,894 | 222,718 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,850,598 | 222,937 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,965,239 | 222,936 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,076,138 | 117,286 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,764,872 | 113,880 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,809,280 | 115,293 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,742,026 | 103,801 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,438,974 | 101,788 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,114,414 | 102,044 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,671,306 | 101,506 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $5,394,990 | 101,505 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,699,850 | 101,475 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,016,219 | 101,215 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $5,676,946 | 99,648 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $5,511,530 | 99,648 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,632,117 | 99,423 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,564,314 | 99,423 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||