Position in USB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,110,333
+$156,574 QoQ
Shares Held
18,383
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#931
of 2,047 holders
Holding Since
Mar 2022
11 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, 2026CFS Investment Advisory Services, LLC holds $4,073,420 across 6 Banks - Regional names. USB ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
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|
18,383 | $1,110,333 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,054 | $998,175 | |
| 3 | MTB |
M&T Bank Corp
|
2,753 | $655,241 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,340 | $639,235 | |
| 5 | PFS |
Provident Financial Services Inc
|
16,672 | $394,126 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,739 | $276,310 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,333 | 18,383 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $953,759 | 18,338 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,049,484 | 19,668 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $932,865 | 19,302 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $848,754 | 18,757 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $800,533 | 18,961 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $905,852 | 18,939 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $804,070 | 17,583 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $707,295 | 17,816 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $620,292 | 18,774 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $765,572 | 14,404 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||