Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$407,337
+$76,450 QoQ
Shares Held
6,744
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,336
of 2,052 holders
Holding Since
Dec 2022
14 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, 2026CATALYST FINANCIAL PARTNERS LLC holds $1,955,661 across 6 Banks - Regional names. USB ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,738 | $427,930 | |
| 2 | USB |
US Bancorp De
This page
|
6,744 | $407,337 | |
| 3 | FITB |
Fifth Third Bancorp
|
6,262 | $352,988 | |
| 4 | TFC |
Truist Financial Corp
|
5,549 | $276,451 | |
| 5 | MTB |
M&T Bank Corp
|
1,088 | $258,954 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
3,311 | $232,001 |
All Filings in USB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,337 | 6,744 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $330,887 | 6,362 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $356,818 | 6,687 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $355,273 | 7,351 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $315,754 | 6,978 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $296,088 | 7,013 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $357,911 | 7,483 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $329,027 | 7,195 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $269,840 | 6,797 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $298,327 | 6,674 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $274,048 | 6,332 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $247,090 | 7,474 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $219,418 | 6,641 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $284,380 | 6,521 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||