Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,590,936
+$215,272 QoQ
Shares Held
26,340
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.39%
of 13F equity value
Holder Rank
#813
of 2,052 holders
Holding Since
Mar 2024
10 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, 2026Disciplined Equity Management, Inc. holds $4,107,344 across 2 Banks - Regional names. USB ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
50,510 | $2,516,408 | |
| 2 | USB |
US Bancorp De
This page
|
26,340 | $1,590,936 |
All Filings in USB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,590,936 | 26,340 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,375,664 | 26,450 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,510,088 | 28,300 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,367,739 | 28,300 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,335,780 | 29,520 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,015,391 | 24,050 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,129,744 | 23,620 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,080,142 | 23,620 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $957,564 | 24,120 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,078,164 | 24,120 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||