Position in USB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$597,074
+$12,142 QoQ
Shares Held
11,480
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $12,256,600 across 254 Banks - Regional names. USB ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
25,542 | $1,186,681 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,330 | $1,148,246 | |
| 3 | WTFC |
Wintrust Financial Corp
|
5,859 | $814,049 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
12,422 | $744,947 | |
| 5 | KEY |
Keycorp /New/
|
32,779 | $657,218 | |
| 6 | USB |
US Bancorp De
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|
11,480 | $597,074 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,767 | $575,785 | |
| 8 | OSBC |
Old Second Bancorp Inc
|
28,305 | $570,628 |
All Filings in USB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $597,074 | 11,480 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $584,932 | 10,962 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $396,402 | 8,202 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $486,347 | 10,748 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $471,175 | 11,160 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $537,178 | 11,231 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $501,109 | 10,958 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $437,414 | 11,018 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $493,085 | 11,031 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $474,824 | 10,971 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||