Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$331,112
+$46,462 QoQ
Shares Held
5,482
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,434
of 2,047 holders
Holding Since
Dec 2023
11 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, 2026Meridian Financial Advisors, LLC holds $331,112 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,482 | $331,112 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,112 | 5,482 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $284,650 | 5,473 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $291,612 | 5,465 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $263,591 | 5,454 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $246,567 | 5,449 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $238,331 | 5,645 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $269,474 | 5,634 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $266,194 | 5,821 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $230,498 | 5,806 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $258,902 | 5,792 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $250,028 | 5,777 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||