Position in USB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$772,214
+$89,843 QoQ
Shares Held
12,785
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,045
of 2,022 holders
Holding Since
Dec 2020
23 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, 2026Everhart Financial Group, Inc. holds $12,690,179 across 19 Banks - Regional names. USB ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
|
47,881 | $2,094,793 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
23,279 | $1,631,159 | |
| 3 | BUSE |
First Busey Corp /Nv/
|
41,689 | $1,229,825 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
59,514 | $1,055,183 | |
| 5 | UCB |
United Community Banks Inc
|
25,463 | $893,496 | |
| 6 | USB |
US Bancorp De
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|
12,785 | $772,214 | |
| 7 | HOMB |
Home Bancshares Inc
|
21,967 | $627,157 | |
| 8 | GABC |
German American Bancorp, Inc.
|
11,882 | $563,919 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,214 | 12,785 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $682,371 | 13,120 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $678,098 | 12,708 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $615,579 | 12,737 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $493,044 | 10,896 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $464,082 | 10,992 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $509,628 | 10,655 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $484,143 | 10,587 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $419,986 | 10,579 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $464,164 | 10,384 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $462,057 | 10,676 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $243,718 | 7,372 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $243,141 | 7,359 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $270,302 | 7,498 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $275,179 | 6,310 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $298,247 | 7,397 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $366,963 | 7,974 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $228,279 | 4,295 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $246,473 | 4,388 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $464,107 | 7,808 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $251,864 | 4,421 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $362,003 | 6,545 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $319,327 | 6,854 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||