Position in USB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$228,614
-$1,582 QoQ
Shares Held
3,785
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,650
of 2,052 holders
Holding Since
Mar 2023
14 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, 2026Rise Advisors, LLC holds $1,327,976 across 2 Banks - Regional names. USB ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMP |
Tompkins Financial Corp
|
11,631 | $1,099,362 | |
| 2 | USB |
US Bancorp \De\
This page
|
3,785 | $228,614 |
All Filings in USB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,614 | 3,785 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $230,196 | 4,426 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $294,547 | 5,520 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $304,237 | 6,295 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $315,754 | 6,978 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $332,693 | 7,880 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $437,501 | 9,147 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $424,420 | 9,281 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $353,806 | 8,912 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $386,073 | 8,637 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $321,786 | 7,435 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $219,022 | 6,625 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $164,010 | 4,964 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $165,902 | 4,602 | Shares | Sole | 2023-04-05 | |
| No filing history on record for this holder in this stock. | ||||||