Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$14,772,934
+$1,864,937 QoQ
Shares Held
244,585
-1.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
4.76%
of 13F equity value
Holder Rank
#297
of 2,044 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LOUNTZIS ASSET MANAGEMENT, LLC holds $15,894,803 across 2 Banks - Regional names. USB ranks #1 (92.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
244,585 | $14,772,934 | |
| 2 | WSFS |
Wsfs Financial Corp
|
14,621 | $1,121,869 |
All Filings in USB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,772,934 | 244,585 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $12,907,997 | 248,183 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,276,394 | 248,808 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $12,116,089 | 250,695 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,343,948 | 250,695 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,599,668 | 251,058 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,032,927 | 251,577 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $11,556,565 | 252,713 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,995,666 | 251,780 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $11,273,787 | 252,210 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,915,648 | 252,210 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $8,394,033 | 253,903 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,833 | 253,963 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,945,933 | 192,675 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,433 | 192,710 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,096,860 | 200,815 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $9,284,627 | 201,752 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,724,447 | 201,777 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $11,336,341 | 201,822 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $11,996,299 | 201,822 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $11,518,707 | 202,189 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,142,973 | 201,464 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $9,507,248 | 204,062 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,315,622 | 204,062 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,513,562 | 204,062 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||