Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$295,476
+$41,044 QoQ
Shares Held
4,892
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,496
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, 2026Sunrise Financial Services, LLC holds $323,767 across 11 Banks - Regional names. USB ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
4,892 | $295,476 | |
| 2 | EWBC |
East West Bancorp Inc
|
54 | $6,970 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
18 | $4,431 | |
| 4 | MTB |
M&T Bank Corp
|
17 | $4,046 | |
| 5 | RF |
Regions Financial Corp
|
118 | $3,563 | |
| 6 | WTFC |
Wintrust Financial Corp
|
18 | $2,892 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
18 | $2,781 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
1 | $2,080 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,476 | 4,892 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $254,432 | 4,892 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $261,037 | 4,892 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||