Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,007,653
+$873,728 QoQ
Shares Held
16,683
+547.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#958
of 2,047 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 75%
None 25%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aviso Financial Inc. holds $4,469,379 across 8 Banks - Regional names. USB ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
66,812 | $1,939,552 | |
| 2 | USB |
US Bancorp De
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|
16,683 | $1,007,653 | |
| 3 | AX |
Axos Financial, Inc.
|
8,630 | $840,475 | |
| 4 | MFG |
Mizuho Financial Group Inc
|
35,579 | $340,846 | |
| 5 | ITUB |
Itau Unibanco Holding S.A.
|
24,138 | $197,207 | |
| 6 | HDB |
Hdfc Bank Ltd
|
4,928 | $127,290 | |
| 7 | OZK |
Bank OZK
|
314 | $16,356 | |
| 8 | SFBS |
ServisFirst Bancshares, Inc.
|
8,514 | $0 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,007,653 | 16,683 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $133,925 | 2,575 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $43,168 | 809 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,332 | 400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,100 | 400 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,888 | 400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,132 | 400 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||