Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$432,775
-$81,722 QoQ
Shares Held
8,321
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Brown Financial Advisors holds $2,953,923 across 9 Banks - Regional names. USB ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
33,647 | $674,622 | |
| 2 | USB |
US Bancorp De
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|
8,321 | $432,775 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,914 | $337,151 | |
| 4 | KB |
KB Financial Group Inc.
|
2,650 | $264,284 | |
| 5 | NWG |
NatWest Group plc
|
17,690 | $263,581 | |
| 6 | LYG |
Lloyds Banking Group plc
|
52,001 | $261,565 | |
| 7 | GBCI |
Glacier Bancorp, Inc.
|
5,454 | $243,630 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
30,052 | $238,612 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $432,775 | 8,321 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $514,497 | 9,642 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $470,540 | 9,736 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||