Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$327,609
+$45,507 QoQ
Shares Held
5,424
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,439
of 2,047 holders
Holding Since
Dec 2022
11 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, 2026Northern Financial Advisors Inc holds $802,813 across 2 Banks - Regional names. USB ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,930 | $475,204 | |
| 2 | USB |
US Bancorp De
This page
|
5,424 | $327,609 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,609 | 5,424 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $282,102 | 5,424 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $243,776 | 5,044 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $227,743 | 5,033 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $202,318 | 4,792 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $244,793 | 5,118 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $243,283 | 5,320 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $249,673 | 6,289 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $281,252 | 6,292 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $272,317 | 6,292 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $298,030 | 6,834 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||