Concurrent Investment Advisors, LLC

Position in USB — US Bancorp De

CIK 2001015 Tampa, FL

Position in USB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$3,822,110

-$63,992 QoQ

Shares Held

73,488

+0.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $59,584,444 across 50 Banks - Regional names. USB ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	307,570	$14,138,992
2	KEY	Keycorp /New/	224,119	$4,493,585
3	USB	US Bancorp De This page	73,488	$3,822,110
4	RF	Regions Financial Corp	136,633	$3,568,853
5	HBAN	Huntington Bancshares Inc /Md/	183,237	$2,867,658
6	CFR	Cullen/Frost Bankers, Inc.	20,686	$2,835,636
7	CBSH	Commerce Bancshares Inc /Mo/	45,563	$2,241,699
8	PNC	Pnc Financial Services Group, Inc.	9,605	$1,998,704

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,822,110	73,488	+0.9%	Shares	Sole	2026-04-21
2025-12-31	$3,886,102	72,828	+11.1%	Shares	Sole	2026-01-29
2025-09-30	$3,169,529	65,581	+4.2%	Shares	Sole	2025-10-27
2025-06-30	$2,847,763	62,934	+1.6%	Shares	Sole	2025-07-25
2025-03-31	$2,614,811	61,933	+32.6%	Shares	Sole	2025-04-29
2024-12-31	$2,233,421	46,695	-36.7%	Shares	Sole	2025-02-03
2024-09-30	$3,370,895	73,713	+14.3%	Shares	Sole	2024-10-30
2024-06-30	$2,560,014	64,484	+24.5%	Shares	Sole	2024-07-30
2024-03-31	$2,315,996	51,812	+9.4%	Shares	Sole	2024-05-07
2023-12-31	$2,049,221	47,348	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.