Position in USB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$904,037
-$42,836 QoQ
Shares Held
17,382
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Badgley Phelps Wealth Managers, LLC holds $3,165,212 across 7 Banks - Regional names. USB ranks #1 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
17,382 | $904,037 | |
| 2 | TFC |
Truist Financial Corp
|
18,236 | $838,308 | |
| 3 | HFWA |
Heritage Financial Corp /Wa/
|
20,971 | $545,246 | |
| 4 | TSBK |
Timberland Bancorp Inc
|
6,866 | $270,726 | |
| 5 | BANR |
Banner Corp
|
4,099 | $248,727 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
5,242 | $234,160 | |
| 7 | RVSB |
Riverview Bancorp Inc
|
22,547 | $124,008 |
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $904,037 | 17,382 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $946,873 | 17,745 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $869,408 | 17,989 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $868,302 | 19,189 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $688,777 | 16,314 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $780,298 | 16,314 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $746,039 | 16,314 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $715,870 | 18,032 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $806,030 | 18,032 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $796,654 | 18,407 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $561,656 | 16,989 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $538,948 | 16,312 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $586,930 | 16,281 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,098,666 | 25,193 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $816,600 | 20,253 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $852,290 | 18,520 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,104,191 | 20,775 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,088,406 | 19,377 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,285,984 | 21,635 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||