Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$553,324
+$64,494 QoQ
Shares Held
9,161
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,205
of 2,047 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $1,525,086 across 2 Banks - Regional names. USB ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
17,239 | $971,762 | |
| 2 | USB |
US Bancorp De
This page
|
9,161 | $553,324 |
All Filings in USB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,324 | 9,161 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $488,830 | 9,161 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $442,751 | 9,161 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $414,535 | 9,161 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $345,612 | 8,186 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $391,536 | 8,186 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $374,345 | 8,186 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $406,567 | 10,241 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $457,772 | 10,241 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $489,756 | 11,316 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $378,933 | 11,462 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $361,076 | 10,016 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $436,797 | 10,016 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $403,845 | 10,016 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $460,936 | 10,016 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $535,326 | 10,072 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||