Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$427,994
+$59,452 QoQ
Shares Held
7,086
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,310
of 2,044 holders
Holding Since
Jun 2021
21 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, 2026DHJJ Financial Advisors, Ltd. holds $680,090 across 8 Banks - Regional names. USB ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
7,086 | $427,994 | |
| 2 | WTFC |
Wintrust Financial Corp
|
1,033 | $166,023 | |
| 3 | BUSE |
First Busey Corp /Nv/
|
2,016 | $59,472 | |
| 4 | FITB |
Fifth Third Bancorp
|
321 | $18,094 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
27 | $6,647 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
50 | $886 | |
| 7 | TFC |
Truist Financial Corp
|
10 | $498 | |
| 8 | MTB |
M&T Bank Corp
|
2 | $476 |
All Filings in USB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,994 | 7,086 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $368,542 | 7,086 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $378,108 | 7,086 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $352,422 | 7,292 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $329,963 | 7,292 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $307,868 | 7,292 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $348,776 | 7,292 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $464,159 | 10,150 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $419,946 | 10,578 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $472,836 | 10,578 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $591,983 | 13,678 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $455,401 | 13,775 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $464,608 | 14,062 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $506,826 | 14,059 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $659,121 | 15,114 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $598,187 | 14,836 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $682,752 | 14,836 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $790,127 | 14,866 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,055,996 | 18,800 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,137,978 | 19,145 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,147,660 | 20,145 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||