Position in USB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,258,190
+$1,549,785 QoQ
Shares Held
136,725
+6.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
#398
of 2,047 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DMKC Advisory Services, LLC holds $8,536,755 across 2 Banks - Regional names. USB ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
136,725 | $8,258,190 | |
| 2 | WTBA |
West Bancorporation Inc
|
10,500 | $278,565 |
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,258,190 | 136,725 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,708,405 | 128,983 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,657,780 | 124,771 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,614,641 | 116,173 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,368,233 | 118,635 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,719,919 | 88,108 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,169,101 | 87,165 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||