Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$704,022
+$97,794 QoQ
Shares Held
11,656
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,100
of 2,052 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, 2026MONETARY MANAGEMENT GROUP INC holds $979,964 across 6 Banks - Regional names. USB ranks #1 (71.8% 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 | $704,022 | 11,656 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $606,228 | 11,656 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $621,964 | 11,656 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $670,095 | 13,865 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $627,391 | 13,865 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $585,380 | 13,865 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $663,162 | 13,865 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $634,046 | 13,865 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $570,290 | 14,365 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $762,805 | 17,065 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $838,117 | 19,365 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $640,206 | 19,365 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $648,079 | 19,615 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $653,045 | 18,115 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $768,190 | 17,615 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $721,163 | 17,886 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $823,113 | 17,886 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $961,270 | 18,086 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,015,890 | 18,086 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,045,311 | 17,586 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $802,137 | 14,080 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $795,357 | 14,380 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $646,669 | 13,880 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $497,598 | 13,880 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $511,061 | 13,880 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $473,859 | 13,755 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||