Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,634,751
+$598,824 QoQ
Shares Held
60,178
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#576
of 2,059 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $60,522,032 across 23 Banks - Regional names. USB ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
69,004 | $16,990,164 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
265,136 | $11,217,904 | |
| 3 | TFC |
Truist Financial Corp
|
222,050 | $11,062,531 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,695 | $4,008,091 | |
| 5 | USB |
US Bancorp \De\
This page
|
60,178 | $3,634,751 | |
| 6 | MTB |
M&T Bank Corp
|
7,505 | $1,786,265 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
25,083 | $1,757,565 | |
| 8 | SBSI |
Southside Bancshares Inc
|
41,574 | $1,462,989 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,634,751 | 60,178 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,035,927 | 58,372 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,131,645 | 58,689 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,624,947 | 54,313 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,321,641 | 51,307 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,222,629 | 52,644 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,506,578 | 52,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,523,335 | 55,179 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,073,134 | 52,220 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,414,649 | 54,019 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,388,147 | 55,179 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,885,477 | 57,032 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,888,500 | 57,158 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $640,608 | 17,770 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $617,430 | 14,158 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $544,844 | 13,513 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $701,114 | 15,235 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $858,797 | 16,158 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $769,922 | 13,707 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $722,136 | 12,149 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $714,916 | 12,549 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $692,370 | 12,518 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $583,213 | 12,518 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $477,306 | 13,314 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $512,166 | 13,910 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $591,782 | 17,178 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||