Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$236,707
-$42,670 QoQ
Shares Held
3,919
-43.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,606
of 2,022 holders
Holding Since
Mar 2020
11 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, 2026INVESTMENT PARTNERS, LTD. holds $1,868,167 across 4 Banks - Regional names. USB ranks #3 (12.7% of the industry book) .
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,707 | 3,919 | Shares | Sole | 2026-08-04 | |
| 2022-09-30 | $279,377 | 6,929 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $203,454 | 4,421 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $234,444 | 4,411 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $247,372 | 4,404 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $261,298 | 4,396 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $249,471 | 4,379 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $241,760 | 4,371 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $203,272 | 4,363 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $233,475 | 6,341 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $225,578 | 6,548 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||