Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,021,729
+$2,077,076 QoQ
Shares Held
298,373
-2.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
#268
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Stockman Wealth Management, Inc. holds $19,350,371 across 3 Banks - Regional names. USB ranks #1 (93.1% 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 | $18,021,729 | 298,373 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,944,653 | 306,569 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,041,189 | 300,622 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,235,069 | 294,539 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $13,076,435 | 288,982 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,624,770 | 275,338 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,357,980 | 258,373 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $11,760,978 | 257,183 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,838,334 | 247,817 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,767,380 | 240,881 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $10,546,383 | 243,678 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,957,244 | 240,691 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $7,881,394 | 238,541 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,527,924 | 208,819 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,544,202 | 195,923 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,691,564 | 190,763 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,097,633 | 175,959 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,787,395 | 165,332 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $9,204,914 | 163,876 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,720,698 | 163,538 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,200,199 | 161,492 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,954,357 | 161,894 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $7,680,827 | 164,860 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $5,985,265 | 166,953 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,587,862 | 43,125 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,381,892 | 40,113 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||