Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$290,705
-$111,696 QoQ
Shares Held
4,813
-37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,512
of 2,047 holders
Holding Since
Sep 2024
5 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, 2026Copley Financial Group, Inc. holds $615,710 across 2 Banks - Regional names. USB ranks #2 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
14,100 | $325,005 | |
| 2 | USB |
US Bancorp De
This page
|
4,813 | $290,705 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,705 | 4,813 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $402,401 | 7,737 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $449,771 | 8,429 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $434,051 | 8,981 | Shares | Sole | 2025-11-18 | |
| 2024-09-30 | $4,527 | 99 | Shares | Sole | 2024-12-09 | |
| No filing history on record for this holder in this stock. | ||||||