Position in USB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,883,280
+$517,533 QoQ
Shares Held
36,210
+41.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67%
Shared 1%
None 32%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NBT BANK N A /NY holds $14,852,712 across 29 Banks - Regional names. USB ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
260,470 | $11,090,811 | |
| 2 | USB |
US Bancorp \De\
This page
|
36,210 | $1,883,280 | |
| 3 | TFC |
Truist Financial Corp
|
17,739 | $815,460 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
10,000 | $297,800 | |
| 5 | WBS |
Webster Financial Corp
|
2,279 | $158,207 | |
| 6 | MTB |
M&T Bank Corp
|
667 | $137,882 | |
| 7 | KEY |
Keycorp /New/
|
4,723 | $94,696 | |
| 8 | CZFS |
Citizens Financial Services Inc
|
1,210 | $73,991 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,883,280 | 36,210 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,365,747 | 25,595 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $1,401,569 | 29,000 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $1,846,062 | 40,797 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $1,827,914 | 43,295 | Shares | Defined | 2025-04-17 | |
| 2024-12-31 | $2,201,661 | 46,031 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,221,791 | 48,585 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,014,099 | 50,733 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $2,531,404 | 56,631 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $2,526,165 | 58,368 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,647,544 | 49,835 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $677,319 | 20,500 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $802,977 | 22,274 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $995,354 | 22,824 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $925,585 | 22,956 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,176,270 | 25,560 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,335,606 | 25,129 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,442,389 | 25,679 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,534,977 | 25,824 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,469,027 | 25,786 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,443,479 | 26,098 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,270,881 | 27,278 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $995,554 | 27,770 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,024,626 | 27,828 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $973,281 | 28,252 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||