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BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in USB — US Bancorp De

CIK 911274 CANTON, OH

Position in USB

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$500,474
-$65,446 QoQ
Shares Held
8,286
-23.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,236
of 2,047 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in USB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,020,699 across 27 Banks - Regional names. USB ranks #12 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in USB

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $500,474 8,286
2026-03-31 $565,920 10,881
2025-12-31 $395,877 7,419
2025-09-30 $221,158 4,576
2025-06-30 $212,177 4,689
2023-12-31 $204,671 4,729
2023-06-30 $205,574 6,222
2022-12-31 $227,731 5,222
2022-09-30 $230,711 5,722
2022-06-30 $263,326 5,722
2022-03-31 $275,370 5,181
2021-12-31 $266,189 4,739
2021-09-30 $219,868 3,699
2020-06-30 $165,137 4,485