Position in USB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,559,516
-$66,543 QoQ
Shares Held
49,212
-0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Legacy Private Trust Co. holds $12,866,298 across 5 Banks - Regional names. USB ranks #3 (19.9% of the industry book) .
All Filings in USB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,559,516 | 49,212 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,626,059 | 49,214 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,086,257 | 63,858 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,208,697 | 48,811 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,061,518 | 48,828 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $2,189,561 | 45,778 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $2,104,265 | 46,015 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,849,821 | 46,595 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,086,149 | 46,670 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,025,201 | 46,793 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,714,425 | 51,858 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,796,814 | 54,383 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,221,545 | 61,624 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,523,885 | 57,874 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,396,298 | 59,432 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,152,263 | 46,768 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,324,976 | 24,929 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,400,261 | 24,929 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,481,779 | 24,929 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,420,205 | 24,929 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,580,704 | 28,579 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,394,858 | 29,939 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,173,764 | 32,741 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,370,035 | 37,209 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,511,872 | 43,886 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||