Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$34,246
+$4,757 QoQ
Shares Held
567
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,868
of 2,044 holders
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, 2026Align Financial, LLC holds $791,614 across 6 Banks - Regional names. USB ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMAO |
Farmers & Merchants Bancorp Inc
|
11,200 | $342,496 | |
| 2 | PEBO |
Peoples Bancorp Inc
|
5,897 | $226,503 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
10,195 | $180,757 | |
| 4 | USB |
US Bancorp De
This page
|
567 | $34,246 | |
| 5 | BOH |
Bank Of Hawaii Corp
|
86 | $7,008 | |
| 6 | ITUB |
Itau Unibanco Holding S.A.
|
74 | $604 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,246 | 567 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $29,489 | 567 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,255 | 567 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||