Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$327,972
+$39,421 QoQ
Shares Held
5,430
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,440
of 2,052 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, 2026Hickory Point Bank & Trust holds $1,242,408 across 7 Banks - Regional names. USB ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBT |
HBT Financial, Inc.
|
20,000 | $639,800 | |
| 2 | USB |
US Bancorp De
This page
|
5,430 | $327,972 | |
| 3 | RF |
Regions Financial Corp
|
2,369 | $71,543 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
245 | $60,323 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
3,293 | $58,384 | |
| 6 | TFC |
Truist Financial Corp
|
1,022 | $50,916 | |
| 7 | FMBH |
First Mid Bancshares, Inc.
|
696 | $33,470 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,972 | 5,430 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $288,551 | 5,548 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $312,956 | 5,865 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $309,263 | 6,399 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $305,663 | 6,755 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $279,285 | 6,615 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $355,855 | 7,440 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||