Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,167,713
+$167,977 QoQ
Shares Held
19,333
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#912
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HOWE & RUSLING INC holds $4,906,820 across 7 Banks - Regional names. USB ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
7,001 | $1,666,308 | |
| 2 | USB |
US Bancorp De
This page
|
19,333 | $1,167,713 | |
| 3 | TFC |
Truist Financial Corp
|
12,118 | $603,718 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
11,485 | $567,014 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
10,541 | $430,494 | |
| 6 | EFSI |
Eagle Financial Services Inc
|
6,500 | $269,490 | |
| 7 | TMP |
Tompkins Financial Corp
|
2,138 | $202,083 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,167,713 | 19,333 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $999,736 | 19,222 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,054,553 | 19,763 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $518,049 | 10,719 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $490,012 | 10,829 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $701,020 | 16,604 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $4,286,524 | 89,620 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,216,397 | 92,202 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,979,021 | 175,794 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,784,862 | 174,158 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,144,244 | 141,965 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,093,620 | 154,072 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,009,227 | 151,611 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,588,110 | 155,010 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,276,614 | 98,065 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,742,478 | 117,621 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,358,982 | 116,449 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,483,926 | 178,437 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $9,709,995 | 172,868 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,545,484 | 227,885 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,830,902 | 207,669 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,646 | 84 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,913 | 84 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $6,883 | 192 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,069 | 192 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $6,304 | 183 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||