Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$320,965
+$44,584 QoQ
Shares Held
5,314
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,452
of 2,047 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Derivatives in USB
reported options exposure · as of Dec 31, 2022CallValue
$432,349
CallShares
9,914
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Paladin Advisory Group, LLC holds $320,965 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,314 | $320,965 |
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,965 | 5,314 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $276,381 | 5,314 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $283,555 | 5,314 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $256,825 | 5,314 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $304,985 | 6,740 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $326,782 | 7,740 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $370,204 | 7,740 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $353,950 | 7,740 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $307,278 | 7,740 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $345,978 | 7,740 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $341,262 | 7,885 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $334,633 | 10,122 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $333,670 | 10,099 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $363,239 | 10,076 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $432,349 | 9,914 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $398,966 | 9,895 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $454,631 | 9,879 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $524,324 | 9,865 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $553,499 | 9,854 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||