Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$62,030
-$25,853 QoQ
Shares Held
1,027
-37.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,818
of 2,044 holders
Holding Since
Mar 2025
5 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, 2026Bayforest Capital Ltd holds $2,926,835 across 33 Banks - Regional names. USB ranks #20 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
5,647 | $395,685 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
4,272 | $246,708 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
5,079 | $214,892 | |
| 4 | FHB |
First Hawaiian, Inc.
|
4,655 | $136,391 | |
| 5 | FFIN |
First Financial Bankshares Inc
|
3,857 | $133,452 | |
| 6 | KEY |
Keycorp /New/
|
5,719 | $131,822 | |
| 7 | VLY |
Valley National Bancorp
|
8,368 | $122,591 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
3,801 | $121,822 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,030 | 1,027 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $87,883 | 1,647 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $541,537 | 11,205 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $457,703 | 10,115 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,230 | 266 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||