Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$225,231
-$26,628 QoQ
Shares Held
3,729
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,653
of 2,047 holders
Holding Since
Mar 2023
3 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, 2026ADVOCATE GROUP LLC holds $3,111,914 across 2 Banks - Regional names. USB ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
11,724 | $2,886,683 | |
| 2 | USB |
US Bancorp De
This page
|
3,729 | $225,231 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,231 | 3,729 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $251,859 | 4,720 | Shares | Sole | 2026-01-20 | |
| 2023-03-31 | $851,104 | 23,609 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||