ZACKS INVESTMENT MANAGEMENT
Holdings in USB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $77,429,362 | 1,451,075 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $71,243,397 | 1,474,103 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $66,372,021 | 1,466,785 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $61,358,199 | 1,453,297 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $68,007,659 | 1,421,862 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $71,865,929 | 1,571,527 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $56,932,340 | 1,434,064 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $62,844,624 | 1,405,920 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $57,914,439 | 1,338,134 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $48,021,236 | 1,452,548 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $47,351,573 | 1,433,159 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $51,285,487 | 1,422,621 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $59,184,395 | 1,357,129 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $53,910,904 | 1,337,076 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $59,972,573 | 1,303,185 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $65,179,917 | 1,226,339 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $65,449,452 | 1,165,203 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $68,980,595 | 1,160,508 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $64,640,212 | 1,134,636 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $59,708,970 | 1,079,533 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $53,639,439 | 1,151,308 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $44,312,786 | 1,236,061 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $44,082,671 | 1,197,248 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $43,210,428 | 1,254,294 | Shares | Sole | 2020-05-15 |