Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,066,482
+$125,154 QoQ
Shares Held
17,657
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#938
of 2,044 holders
Holding Since
Mar 2020
26 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, 2026LOWE BROCKENBROUGH & CO INC holds $17,727,147 across 5 Banks - Regional names. USB ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,191 | $13,096,688 | |
| 2 | TFC |
Truist Financial Corp
|
51,345 | $2,558,007 | |
| 3 | USB |
US Bancorp De
This page
|
17,657 | $1,066,482 | |
| 4 | VABK |
Virginia National Bankshares Corp
|
17,000 | $754,460 | |
| 5 | BHRB |
Burke & Herbert Financial Services Corp.
|
3,500 | $251,510 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,482 | 17,657 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $941,328 | 18,099 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $980,863 | 18,382 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $889,272 | 18,400 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $835,315 | 18,460 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $779,972 | 18,474 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $885,763 | 18,519 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $853,047 | 18,654 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $767,639 | 19,336 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $880,634 | 19,701 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $912,082 | 21,074 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $877,478 | 26,542 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $940,615 | 28,469 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,284,822 | 35,640 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,686,093 | 38,663 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,617,154 | 40,108 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,812,589 | 39,387 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,310,802 | 43,477 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,442,720 | 43,488 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,580,747 | 26,594 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,456,432 | 43,118 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,392,987 | 43,265 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,013,153 | 43,210 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,564,888 | 43,651 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,604,910 | 43,588 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,516,247 | 44,013 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||