Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$965,856
+$142,902 QoQ
Shares Held
15,991
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#982
of 2,052 holders
Holding Since
Dec 2024
7 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, 2026Gallagher Capital Advisors, LLC holds $965,856 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
|
15,991 | $965,856 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,856 | 15,991 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $822,954 | 15,823 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $904,345 | 16,948 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $820,643 | 16,980 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $759,973 | 16,795 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $698,572 | 16,546 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $783,742 | 16,386 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||