Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$354,004
+$64,829 QoQ
Shares Held
5,861
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,400
of 2,044 holders
Holding Since
Mar 2024
9 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, 2026Pine Valley Investments Ltd Liability Co holds $5,081,440 across 7 Banks - Regional names. USB ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
66,736 | $1,538,264 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,912 | $1,209,432 | |
| 3 | TFC |
Truist Financial Corp
|
16,484 | $821,232 | |
| 4 | WSFS |
Wsfs Financial Corp
|
7,817 | $599,798 | |
| 5 | USB |
US Bancorp De
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|
5,861 | $354,004 | |
| 6 | VLY |
Valley National Bancorp
|
23,989 | $351,438 | |
| 7 | FITB |
Fifth Third Bancorp
|
3,677 | $207,272 |
All Filings in USB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,004 | 5,861 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $289,175 | 5,560 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $296,681 | 5,560 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $286,548 | 5,929 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $232,539 | 5,139 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $211,057 | 4,999 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $239,102 | 4,999 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $228,604 | 4,999 | Shares | Sole | 2024-11-25 | |
| 2024-03-31 | $236,865 | 5,299 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||