Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$302,483
-$6,560 QoQ
Shares Held
5,008
-15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,476
of 2,044 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Live Oak Investment Partners holds $302,483 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,008 | $302,483 |
All Filings in USB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,483 | 5,008 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $309,043 | 5,942 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $858,028 | 16,080 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $800,296 | 16,559 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $696,669 | 15,396 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $664,162 | 15,731 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $682,115 | 14,262 | Principal | Sole | 2025-02-06 | |
| 2024-09-30 | $512,967 | 11,218 | Principal | Sole | 2024-11-05 | |
| 2024-06-30 | $442,906 | 11,157 | Principal | Sole | 2024-07-16 | |
| 2023-12-31 | $382,831 | 8,846 | Principal | Sole | 2024-02-14 | |
| 2023-09-30 | $299,334 | 9,055 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $293,666 | 8,889 | Principal | Sole | 2023-07-13 | |
| 2023-03-31 | $289,927 | 8,043 | Principal | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||