Position in USB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$210,432
-$1,257,501 QoQ
Shares Held
4,046
-85.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Forum Financial Management, LP holds $6,662,278 across 7 Banks - Regional names. USB ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OSBC |
Old Second Bancorp Inc
|
205,661 | $4,146,125 | |
| 2 | FITB |
Fifth Third Bancorp
|
12,365 | $574,477 | |
| 3 | WTFC |
Wintrust Financial Corp
|
3,825 | $531,445 | |
| 4 | WAL |
Western Alliance Bancorporation
|
6,056 | $429,067 | |
| 5 | NFBK |
Northfield Bancorp, Inc.
|
30,120 | $407,824 | |
| 6 | CHMG |
Chemung Financial Corp
|
6,743 | $362,908 | |
| 7 | USB |
US Bancorp De
This page
|
4,046 | $210,432 |
All Filings in USB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,432 | 4,046 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,467,933 | 27,510 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,329,461 | 27,508 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,164,011 | 25,724 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,058,919 | 25,081 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,188,192 | 24,842 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $565,359 | 12,363 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $420,542 | 10,593 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $472,702 | 10,575 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $481,749 | 11,131 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $591,873 | 17,903 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $586,922 | 17,764 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $678,893 | 18,832 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $849,130 | 19,471 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $735,477 | 18,241 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $547,868 | 11,905 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,034,139 | 19,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $857,772 | 15,271 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||