Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,688
New position
Shares Held
3,422
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,702
of 2,044 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sovereign Investment Advisors, LLC holds $440,413 across 2 Banks - Regional names. USB ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
982 | $233,725 | |
| 2 | USB |
US Bancorp De
This page
|
3,422 | $206,688 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,688 | 3,422 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||