Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,244,360
+$181,952 QoQ
Shares Held
20,602
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#886
of 2,052 holders
Holding Since
Dec 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 Jun 30, 2026Everest Financial Group LLC holds $1,244,360 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
20,602 | $1,244,360 |
All Filings in USB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,244,360 | 20,602 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,062,408 | 20,427 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $894,260 | 16,759 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||