Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$704,384
+$97,844 QoQ
Shares Held
11,662
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,100
of 2,059 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, 2026Capital Management Associates, Inc holds $946,916 across 2 Banks - Regional names. USB ranks #1 (74.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
11,662 | $704,384 | |
| 2 | MTB |
M&T Bank Corp
|
1,019 | $242,532 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,384 | 11,662 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $606,540 | 11,662 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $655,367 | 12,282 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $737,902 | 15,268 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $453,495 | 10,022 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $869,478 | 20,594 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $492,505 | 10,297 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $470,881 | 10,297 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $408,790 | 10,297 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $464,477 | 10,391 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $455,781 | 10,531 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||