Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,284,783
+$622,251 QoQ
Shares Held
120,609
-5.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#416
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, 2026WESTPAC BANKING CORP holds $14,605,294 across 12 Banks - Regional names. USB ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
120,609 | $7,284,783 | |
| 2 | FITB |
Fifth Third Bancorp
|
60,823 | $3,428,592 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,380 | $2,063,323 | |
| 4 | TFC |
Truist Financial Corp
|
16,596 | $826,811 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,360 | $238,076 | |
| 6 | MTB |
M&T Bank Corp
|
846 | $201,355 | |
| 7 | HDB |
Hdfc Bank Ltd
|
6,120 | $158,079 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
8,478 | $150,314 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,284,783 | 120,609 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,662,532 | 128,101 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,556,730 | 85,396 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $385,335 | 7,973 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $360,778 | 7,973 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $443,267 | 10,499 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $611,984 | 12,795 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $532,891 | 11,653 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $462,624 | 11,653 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $468,947 | 10,491 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $455,954 | 10,535 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $333,046 | 10,074 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $941,540 | 28,497 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $11,640,867 | 322,909 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $15,248,887 | 349,665 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $15,576,218 | 386,315 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $21,457,099 | 466,256 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $23,300,267 | 438,387 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $10,036,846 | 178,687 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $11,354,049 | 191,017 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $12,238,521 | 214,824 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $11,746,128 | 212,369 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,506,455 | 204,045 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,903,311 | 192,561 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $6,725,872 | 182,669 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,242,414 | 123,147 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||