Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$244,076
+$29,535 QoQ
Shares Held
4,041
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,613
of 2,052 holders
Holding Since
Sep 2024
8 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, 2026Values Added Financial LLC holds $540,278 across 2 Banks - Regional names. USB ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,203 | $296,202 | |
| 2 | USB |
US Bancorp \De\
This page
|
4,041 | $244,076 |
All Filings in USB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,076 | 4,041 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $214,541 | 4,125 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $225,659 | 4,229 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $200,956 | 4,158 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $222,403 | 4,915 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $275,949 | 6,536 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $333,422 | 6,971 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $212,095 | 4,638 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||