Position in USB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$590,729
-$15,280 QoQ
Shares Held
11,358
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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 Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $2,533,037 across 5 Banks - Regional names. USB ranks #3 (23.3% of the industry book) .
All Filings in USB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $590,729 | 11,358 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $606,009 | 11,357 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $514,175 | 11,363 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $480,970 | 11,392 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $545,118 | 11,397 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $533,989 | 11,677 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $463,576 | 11,677 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $521,961 | 11,677 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||