Position in USB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,212,873
-$330,458 QoQ
Shares Held
23,320
-19.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026First National Advisers, LLC holds $7,137,636 across 8 Banks - Regional names. USB ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
10,912 | $1,621,741 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
11,450 | $1,569,565 | |
| 3 | USB |
US Bancorp De
This page
|
23,320 | $1,212,873 | |
| 4 | SSB |
SouthState Bank Corp
|
10,688 | $988,853 | |
| 5 | PB |
Prosperity Bancshares Inc
|
9,743 | $654,534 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
12,975 | $463,726 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
10,535 | $319,105 | |
| 8 | UMBF |
Umb Financial Corp
|
2,724 | $307,239 |
All Filings in USB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,212,873 | 23,320 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,543,331 | 28,923 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,581,840 | 32,730 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,423,881 | 31,467 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,328,325 | 31,462 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,460,489 | 30,535 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,570,734 | 34,348 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,246,861 | 56,596 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,730,723 | 61,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,381,395 | 55,023 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $888,454 | 26,874 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $273,802 | 8,287 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $303,396 | 8,416 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $352,586 | 8,085 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $297,118 | 7,369 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $275,337 | 5,983 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||