Position in USB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$282,853
+$39,291 QoQ
Shares Held
4,683
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,524
of 2,047 holders
Holding Since
Dec 2021
13 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, 2026MKT Advisors LLC holds $785,016 across 2 Banks - Regional names. USB ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSRR |
Sierra Bancorp
|
12,320 | $502,163 | |
| 2 | USB |
US Bancorp De
This page
|
4,683 | $282,853 |
All Filings in USB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,853 | 4,683 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $243,562 | 4,683 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $249,884 | 4,683 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $231,307 | 4,786 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $216,566 | 4,786 | Shares | Sole | 2025-07-16 | |
| 2024-12-31 | $237,332 | 4,962 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $226,912 | 4,962 | Shares | Sole | 2024-10-07 | |
| 2024-03-31 | $223,053 | 4,990 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $220,425 | 5,093 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $215,520 | 4,942 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $207,043 | 4,499 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $241,673 | 4,547 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $257,539 | 4,585 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||