Position in USB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,471,887
+$162,744 QoQ
Shares Held
24,369
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#837
of 2,044 holders
Holding Since
Dec 2024
7 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $1,736,595 across 2 Banks - Regional names. USB ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
24,369 | $1,471,887 | |
| 2 | GBCI |
Glacier Bancorp, Inc.
|
5,132 | $264,708 |
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,887 | 24,369 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,309,143 | 25,171 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,383,197 | 25,922 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,316,170 | 27,233 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,234,193 | 27,275 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,123,643 | 26,614 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,270,603 | 26,565 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||