Position in USB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,035,927
-$95,718 QoQ
Shares Held
58,372
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.02480641403412.ToString("F0")%
Shared 0.ToString("F0")%
None 8.975193585965874.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026PINNACLE ASSOCIATES LTD holds $51,963,817 across 22 Banks - Regional names. USB ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
69,997 | $14,565,675 | |
| 2 | TFC |
Truist Financial Corp
|
223,830 | $10,289,465 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
259,147 | $9,261,913 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,348 | $3,513,309 | |
| 5 | USB |
US Bancorp De
This page
|
58,372 | $3,035,927 | |
| 6 | MTB |
M&T Bank Corp
|
7,523 | $1,555,154 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
24,126 | $1,446,836 | |
| 8 | SBSI |
Southside Bancshares Inc
|
40,670 | $1,264,430 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||