Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,112,990
+$274,745 QoQ
Shares Held
18,427
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#930
of 2,047 holders
Holding Since
Mar 2020
26 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, 2026Northwest & Ethical Investments L.P. holds $17,379,310 across 9 Banks - Regional names. USB ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
43,265 | $10,297,502 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
20,950 | $2,113,436 | |
| 3 | HDB |
Hdfc Bank Ltd
|
57,196 | $1,477,372 | |
| 4 | BAP |
Credicorp Ltd
|
3,521 | $1,371,711 | |
| 5 | USB |
US Bancorp De
This page
|
18,427 | $1,112,990 | |
| 6 | VLY |
Valley National Bancorp
|
21,901 | $320,849 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
15,050 | $266,836 | |
| 8 | BSAC |
Banco Santander Chile
|
6,908 | $227,480 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,112,990 | 18,427 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $838,245 | 16,117 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $860,003 | 16,117 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $778,934 | 16,117 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $729,294 | 16,117 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,199,239 | 52,090 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,041,049 | 42,673 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,023,667 | 66,120 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,883,966 | 72,644 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,402,161 | 76,111 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $1,762,751 | 40,729 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $1,488,162 | 45,014 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $1,548,882 | 46,879 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $3,255,747 | 90,312 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $4,026,031 | 92,319 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $5,047,499 | 125,186 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $5,808,414 | 126,215 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $4,918,288 | 92,536 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $6,775,393 | 120,623 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $7,499,544 | 126,170 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $11,917,098 | 209,182 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $15,552,729 | 281,192 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $14,701,614 | 315,553 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $10,513,191 | 293,255 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $12,463,238 | 338,491 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $10,328,385 | 299,808 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||