Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,316,486
+$563,237 QoQ
Shares Held
71,465
-1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#536
of 2,047 holders
Holding Since
Dec 2024
7 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, 2026VISTA INVESTMENT PARTNERS II, LLC holds $17,659,046 across 6 Banks - Regional names. USB ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
71,465 | $4,316,486 | |
| 2 | FITB |
Fifth Third Bancorp
|
72,391 | $4,080,680 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
12,993 | $3,199,136 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
45,644 | $3,198,275 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
125,643 | $2,227,650 | |
| 6 | RMBI |
Richmond Mutual Bancorporation, Inc.
|
40,102 | $636,819 |
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,316,486 | 71,465 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,753,249 | 72,164 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,856,380 | 72,271 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,514,847 | 72,726 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,289,403 | 72,694 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,073,320 | 72,793 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,492,594 | 73,021 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||