Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,038,276
+$171,478 QoQ
Shares Held
17,190
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#949
of 2,047 holders
Holding Since
Jun 2025
5 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, 2026Mount Lucas Management LP holds $5,032,280 across 5 Banks - Regional names. USB ranks #2 (20.6% of the industry book) .
All Filings in USB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,038,276 | 17,190 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $866,798 | 16,666 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $868,113 | 16,269 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $774,391 | 16,023 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $744,679 | 16,457 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||