Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,621,679
+$194,057 QoQ
Shares Held
26,849
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#803
of 2,044 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, 2026Sky Investment Group LLC holds $17,536,805 across 5 Banks - Regional names. USB ranks #3 (9.2% of the industry book) .
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,679 | 26,849 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,427,622 | 27,449 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,569,957 | 29,422 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,445,163 | 29,902 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,379,084 | 30,477 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,354,037 | 32,071 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,597,330 | 33,396 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,562,639 | 34,171 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,549,927 | 39,041 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,992,770 | 44,581 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,127,038 | 49,146 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,770,065 | 53,541 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,855,229 | 56,151 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,978,460 | 54,881 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,372,645 | 54,406 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,191,029 | 54,341 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,482,548 | 53,945 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,828,164 | 53,211 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,907,696 | 51,766 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,084,698 | 51,896 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,900,969 | 50,921 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,831,927 | 51,201 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,363,603 | 50,732 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,799,849 | 50,205 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,112,148 | 30,205 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $402,548 | 11,685 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||