Position in USB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,437,708
-$684,919 QoQ
Shares Held
46,870
-19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Rodgers Brothers Inc. holds $6,665,706 across 4 Banks - Regional names.
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,437,708 | 46,870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,122,627 | 58,520 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,098,919 | 64,120 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||