Position in USB
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$288,551
-$24,405 QoQ
Shares Held
5,548
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 96.39509733237203.ToString("F0")%
Shared 0.ToString("F0")%
None 3.604902667627974.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Hickory Point Bank & Trust holds $1,062,995 across 7 Banks - Regional names. USB ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBT |
HBT Financial, Inc.
|
20,000 | $534,400 | |
| 2 | USB |
US Bancorp De
This page
|
5,548 | $288,551 | |
| 3 | RF |
Regions Financial Corp
|
2,369 | $61,878 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
3,293 | $51,535 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
245 | $50,982 | |
| 6 | TFC |
Truist Financial Corp
|
1,022 | $46,981 | |
| 7 | FMBH |
First Mid Bancshares, Inc.
|
696 | $28,668 |
All Filings in USB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||