Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$735,611
+$26,611 QoQ
Shares Held
12,179
-10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,060
of 2,022 holders
Holding Since
Mar 2020
26 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, 2026KCM INVESTMENT ADVISORS LLC holds $1,472,426 across 3 Banks - Regional names. USB ranks #1 (50.0% of the industry book) .
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,611 | 12,179 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $709,000 | 13,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $728,043 | 13,644 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $708,759 | 14,665 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $908,846 | 20,085 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,058,033 | 25,060 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,537,046 | 53,043 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,714,830 | 81,234 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,245,001 | 106,927 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,943,641 | 110,596 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,890,553 | 112,998 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,867,953 | 116,998 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,359,297 | 131,940 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,172,886 | 143,492 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,915,914 | 135,655 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,753,099 | 142,686 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,663,143 | 144,788 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,379,133 | 138,836 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,392,702 | 131,613 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,567,841 | 127,319 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,692,094 | 117,467 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $6,053,956 | 109,455 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,018,674 | 107,720 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $4,108,804 | 114,611 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,618,369 | 125,431 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,103,718 | 119,121 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||