Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,697,082
+$1,282,135 QoQ
Shares Held
51,857
+95.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026HARBOUR INVESTMENTS, INC. holds $16,738,784 across 112 Banks - Regional names. USB ranks #1 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
51,857 | $2,697,082 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
11,567 | $2,406,977 | |
| 3 | ASB |
Associated Banc-Corp
|
92,942 | $2,403,480 | |
| 4 | ISBA |
Isabella Bank Corp
|
27,021 | $1,234,049 | |
| 5 | FITB |
Fifth Third Bancorp
|
23,823 | $1,106,816 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
64,475 | $1,009,033 | |
| 7 | TFC |
Truist Financial Corp
|
16,474 | $757,309 | |
| 8 | NIC |
Nicolet Bankshares Inc
|
4,419 | $656,751 |
All Filings in USB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,697,082 | 51,857 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,414,947 | 26,517 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,344,733 | 27,824 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,218,718 | 26,933 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,231,346 | 29,165 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,474,264 | 30,823 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,389,414 | 30,383 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,223,911 | 30,829 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,368,714 | 30,620 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $1,184,443 | 27,367 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $756,280 | 22,876 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $758,433 | 22,955 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $720,855 | 19,996 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $822,179 | 18,853 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $718,865 | 17,829 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $820,490 | 17,829 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,011,116 | 18,001 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $3,702,160 | 62,284 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,402,590 | 59,726 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,131,707 | 56,621 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||