Position in USB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$14,969,726
-$220,958 QoQ
Shares Held
287,824
+1.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026STEPHENS INC /AR/ holds $73,533,618 across 27 Banks - Regional names. USB ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
79,281 | $16,497,583 | |
| 2 | USB |
US Bancorp De
This page
|
287,824 | $14,969,726 | |
| 3 | HOMB |
Home Bancshares Inc
|
257,469 | $6,933,640 | |
| 4 | TFC |
Truist Financial Corp
|
131,289 | $6,035,355 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,150 | $5,936,679 | |
| 6 | FHN |
First Horizon Corp
|
251,152 | $5,716,219 | |
| 7 | SFNC |
Simmons First National Corp
|
150,265 | $2,922,654 | |
| 8 | RF |
Regions Financial Corp
|
69,029 | $1,803,037 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,969,726 | 287,824 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $15,190,684 | 284,683 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $14,205,491 | 293,927 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $13,526,311 | 298,924 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $12,592,663 | 298,263 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $14,409,074 | 301,256 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $13,415,855 | 293,371 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $11,429,034 | 287,885 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $12,135,558 | 271,489 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,821,038 | 250,024 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,093,054 | 244,799 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,500,299 | 257,273 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,819,857 | 216,917 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,085,166 | 93,675 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,326,924 | 82,513 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $3,211,091 | 69,776 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $3,567,959 | 67,130 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,290,994 | 76,393 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $7,348,864 | 123,635 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $7,531,718 | 132,205 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,404,681 | 133,876 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,501,906 | 118,092 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,928,550 | 137,477 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,997,247 | 135,721 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $5,006,859 | 145,337 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||