Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,219,657
+$170,408 QoQ
Shares Held
20,193
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#892
of 2,044 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $3,368,366 across 10 Banks - Regional names. USB ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
20,193 | $1,219,657 | |
| 2 | NU |
Nu Holdings Ltd.
|
57,533 | $768,640 | |
| 3 | HDB |
Hdfc Bank Ltd
|
23,119 | $597,163 | |
| 4 | ASB |
Associated Banc-Corp
|
10,403 | $320,100 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
10,865 | $192,636 | |
| 6 | EWBC |
East West Bancorp Inc
|
1,297 | $167,429 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
142 | $34,963 | |
| 8 | FITB |
Fifth Third Bancorp
|
571 | $32,187 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,657 | 20,193 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,049,249 | 20,174 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,078,138 | 20,205 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $975,444 | 20,183 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $912,330 | 20,162 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $850,184 | 20,137 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $968,127 | 20,241 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $905,179 | 19,794 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $784,948 | 19,772 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $882,869 | 19,751 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $853,871 | 19,729 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $651,381 | 19,703 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $650,194 | 19,679 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $708,562 | 19,655 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $856,369 | 19,637 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $790,957 | 19,617 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $901,992 | 19,600 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $1,040,889 | 19,584 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $1,099,359 | 19,572 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $1,162,646 | 19,560 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $1,113,592 | 19,547 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $19,535 | 1,080,505 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $909,529 | 19,522 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $694,773 | 19,380 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $712,908 | 19,362 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $666,400 | 19,344 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||