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, 2026BEESE 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 |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
361,330 | $5,275,418 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
277,169 | $4,914,206 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
156,384 | $4,413,156 | |
| 4 | FITB |
Fifth Third Bancorp
|
29,430 | $1,658,969 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
5,882 | $1,448,266 | |
| 6 | KEY |
Keycorp /New/
|
57,709 | $1,330,192 | |
| 7 | TFC |
Truist Financial Corp
|
18,289 | $911,157 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
40,535 | $808,267 |
All Filings in USB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,474 | 8,286 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $565,920 | 10,881 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $395,877 | 7,419 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $221,158 | 4,576 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $212,177 | 4,689 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $204,671 | 4,729 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $205,574 | 6,222 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $227,731 | 5,222 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $230,711 | 5,722 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $263,326 | 5,722 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $275,370 | 5,181 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $266,189 | 4,739 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $219,868 | 3,699 | Shares | Sole | 2021-10-08 | |
| 2020-06-30 | $165,137 | 4,485 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||