Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$429,383
+$57,044 QoQ
Shares Held
7,109
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,310
of 2,047 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026First Interstate Bank holds $178,990,640 across 3 Banks - Regional names. USB ranks #3 (0.2% of the industry book) .
All Filings in USB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,383 | 7,109 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $372,339 | 7,159 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $382,004 | 7,159 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $345,994 | 7,159 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $323,944 | 7,159 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $307,318 | 7,279 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $388,761 | 8,128 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $313,615 | 6,858 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $250,983 | 6,322 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $304,943 | 6,822 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $304,950 | 7,046 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $250,131 | 7,566 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $272,281 | 8,241 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $278,629 | 7,729 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $412,811 | 9,466 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $392,071 | 9,724 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $363,742 | 7,904 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $353,925 | 6,659 | Shares | Defined | 2022-05-06 | |
| 2020-06-30 | $317,241 | 8,616 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $296,820 | 8,616 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||