Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$318,912
+$46,120 QoQ
Shares Held
5,280
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,453
of 2,044 holders
Holding Since
Dec 2024
5 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, 2026MJP ASSOCIATES INC /ADV holds $534,867 across 2 Banks - Regional names. USB ranks #1 (59.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,280 | $318,912 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
3,082 | $215,955 |
All Filings in USB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,912 | 5,280 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $272,792 | 5,245 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $262,424 | 4,918 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $216,953 | 4,489 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $209,973 | 4,390 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||