Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,226,628
+$1,332,164 QoQ
Shares Held
53,421
+46.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#604
of 2,047 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Plato Investment Management Ltd holds $16,076,513 across 11 Banks - Regional names. USB ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
53,421 | $3,226,628 | |
| 2 | TFC |
Truist Financial Corp
|
60,771 | $3,027,611 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,338 | $2,052,982 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
28,670 | $2,008,906 | |
| 5 | MTB |
M&T Bank Corp
|
5,703 | $1,357,371 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
37,024 | $1,249,930 | |
| 7 | HDB |
Hdfc Bank Ltd
|
31,319 | $808,969 | |
| 8 | RF |
Regions Financial Corp
|
23,648 | $714,169 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,226,628 | 53,421 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,894,464 | 36,425 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,333,592 | 43,733 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,164,173 | 24,088 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,161,929 | 25,678 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,083,196 | 25,656 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,040,350 | 21,751 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $996,365 | 21,788 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $864,983 | 21,788 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $975,219 | 21,817 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $43,712 | 1,010 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||