Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$789,065
+$25,767 QoQ
Shares Held
13,064
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,052
of 2,047 holders
Holding Since
Dec 2022
15 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $6,408,750 across 9 Banks - Regional names. USB ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,824 | $1,433,985 | |
| 2 | WAL |
Western Alliance Bancorporation
|
15,595 | $1,281,909 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
14,743 | $1,033,042 | |
| 4 | USB |
US Bancorp De
This page
|
13,064 | $789,065 | |
| 5 | MTB |
M&T Bank Corp
|
2,536 | $603,593 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
280 | $582,621 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,760 | $248,708 | |
| 8 | EWBC |
East West Bancorp Inc
|
1,733 | $223,712 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,065 | 13,064 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $763,298 | 14,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,115,117 | 20,898 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,154,410 | 23,886 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,055,818 | 23,333 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $939,521 | 22,253 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,164,803 | 24,353 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,127,153 | 24,648 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,006,633 | 25,356 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,082,365 | 24,214 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,085,635 | 25,084 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $630,288 | 19,065 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $442,372 | 13,389 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $406,932 | 11,288 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $242,820 | 5,568 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||