Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,100
+$847 QoQ
Shares Held
101
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,986
of 2,047 holders
Holding Since
Mar 2026
2 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, 2026Burk Holdings LLC holds $209,467 across 12 Banks - Regional names. USB ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOKF |
Bok Financial Corp
|
1,215 | $168,739 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
30 | $7,386 | |
| 3 | FITB |
Fifth Third Bancorp
|
117 | $6,595 | |
| 4 | USB |
US Bancorp De
This page
|
101 | $6,100 | |
| 5 | TFC |
Truist Financial Corp
|
71 | $3,537 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
343 | $3,285 | |
| 7 | KEY |
Keycorp /New/
|
137 | $3,157 | |
| 8 | LYG |
Lloyds Banking Group plc
|
427 | $2,489 |
All Filings in USB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,100 | 101 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,253 | 101 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||