Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,824,093
+$8,545,729 QoQ
Shares Held
1,040,134
-0.3% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#122
of 2,047 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CSM Advisors, LLC holds $313,100,839 across 40 Banks - Regional names. USB ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
1,040,134 | $62,824,093 | |
| 2 | HWC |
Hancock Whitney Corp
|
233,269 | $17,429,859 | |
| 3 | CATY |
Cathay General Bancorp
|
247,985 | $15,372,590 | |
| 4 | OFG |
Ofg Bancorp
|
307,009 | $15,064,931 | |
| 5 | OCFC |
Oceanfirst Financial Corp
|
734,313 | $14,341,132 | |
| 6 | ABCB |
Ameris Bancorp
|
146,609 | $13,232,928 | |
| 7 | IBOC |
International Bancshares Corp
|
165,542 | $12,572,914 | |
| 8 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
238,951 | $9,713,358 |
All Filings in USB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,824,093 | 1,040,134 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $54,278,364 | 1,043,614 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $60,687,768 | 1,137,327 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $50,598,271 | 1,046,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,145,348 | 688,295 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $2,255,423 | 47,155 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,101,064 | 45,945 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,791,264 | 45,120 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,016,864 | 45,120 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,872,725 | 43,270 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,431,894 | 43,312 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,431,028 | 43,312 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,583,027 | 43,912 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $889,077 | 20,387 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $763,539 | 18,937 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $864,577 | 18,787 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $960,792 | 18,077 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,015,385 | 18,077 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,061,717 | 17,862 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $983,416 | 17,262 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $954,761 | 17,262 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||