Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$415,672
+$159,471 QoQ
Shares Held
6,882
+39.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026SmartHarvest Portfolios, LLC holds $3,554,154 across 13 Banks - Regional names. USB ranks #1 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
6,882 | $415,672 | |
| 2 | LYG |
Lloyds Banking Group plc
|
67,195 | $391,746 | |
| 3 | FITB |
Fifth Third Bancorp
|
6,385 | $359,922 | |
| 4 | MTB |
M&T Bank Corp
|
1,353 | $322,027 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,209 | $297,679 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
30,248 | $289,775 | |
| 7 | IBN |
Icici Bank Ltd
|
9,685 | $281,155 | |
| 8 | HDB |
Hdfc Bank Ltd
|
9,964 | $257,370 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,672 | 6,882 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $256,201 | 4,926 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $215,147 | 4,032 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||