Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,376,083
+$700,384 QoQ
Shares Held
89,008
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.77%
of 13F equity value
Holder Rank
#482
of 2,047 holders
Holding Since
Dec 2021
19 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, 2026Lakeside Advisors, INC. holds $5,637,689 across 2 Banks - Regional names. USB ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
89,008 | $5,376,083 | |
| 2 | WAFD |
Wafd Inc
|
6,818 | $261,606 |
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,376,083 | 89,008 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,675,699 | 89,900 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,971,711 | 93,173 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,656,208 | 96,342 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,496,175 | 99,363 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,248,556 | 100,629 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,847,666 | 101,352 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,754,685 | 103,973 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,160,520 | 104,799 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,842,619 | 108,336 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,739,722 | 109,513 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,626,119 | 109,683 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,682,506 | 111,456 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,038,825 | 112,034 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,850,304 | 111,220 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,519,952 | 112,102 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,183,738 | 112,641 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,997,924 | 112,849 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,411,412 | 114,143 | Shares | Sole | 2022-03-08 | |
| No filing history on record for this holder in this stock. | ||||||