Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$30,200
+$4,195 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,880
of 2,047 holders
Holding Since
Dec 2023
11 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, 2026FIRST UNITED BANK & TRUST holds $6,684,293 across 12 Banks - Regional names. USB ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
11,707 | $2,882,496 | |
| 2 | MTB |
M&T Bank Corp
|
8,312 | $1,978,338 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
14,052 | $594,540 | |
| 4 | TFC |
Truist Financial Corp
|
11,843 | $590,017 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
13,090 | $232,085 | |
| 6 | BHRB |
Burke & Herbert Financial Services Corp.
|
2,202 | $158,235 | |
| 7 | CHCO |
City Holding Co
|
665 | $88,205 | |
| 8 | ACNB |
Acnb Corp
|
990 | $58,786 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,200 | 500 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $26,005 | 500 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,680 | 500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $24,165 | 500 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,625 | 500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $21,110 | 500 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $27,263 | 570 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $26,066 | 570 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $22,629 | 570 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $25,479 | 570 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,029 | 70 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||