Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$512,735
+$64,201 QoQ
Shares Held
8,489
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,227
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ADVISORS MANAGEMENT GROUP INC /ADV holds $662,513 across 2 Banks - Regional names. USB ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
8,489 | $512,735 | |
| 2 | LYG |
Lloyds Banking Group plc
|
25,691 | $149,778 |
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,735 | 8,489 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $448,534 | 8,624 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $460,176 | 8,624 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $423,515 | 8,763 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $396,525 | 8,763 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $369,973 | 8,763 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $426,308 | 8,913 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $408,506 | 8,933 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $354,640 | 8,933 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $414,950 | 9,283 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $401,768 | 9,283 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $307,557 | 9,303 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $307,371 | 9,303 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $335,373 | 9,303 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $408,669 | 9,371 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $372,960 | 9,250 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $425,685 | 9,250 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $502,267 | 9,450 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $537,153 | 9,563 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $568,424 | 9,563 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $544,804 | 9,563 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $528,929 | 9,563 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $445,540 | 9,563 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $330,286 | 9,213 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $339,222 | 9,213 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $310,497 | 9,013 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||