Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$101,290
+$14,070 QoQ
Shares Held
1,677
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,783
of 2,047 holders
Holding Since
Jun 2020
23 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, 2026ATLAS CAPITAL ADVISORS INC. holds $5,415,209 across 25 Banks - Regional names. USB ranks #12 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,766 | $869,860 | |
| 2 | KB |
KB Financial Group Inc.
|
7,522 | $789,509 | |
| 3 | CIB |
Grupo Cibest S.A.
|
9,580 | $760,939 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
|
9,068 | $573,551 | |
| 5 | BAP |
Credicorp Ltd
|
1,378 | $536,841 | |
| 6 | OZK |
Bank OZK
|
7,659 | $398,957 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
40,054 | $327,241 | |
| 8 | BSAC |
Banco Santander Chile
|
6,676 | $219,840 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,290 | 1,677 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $87,220 | 1,677 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $81,267 | 1,523 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $112,129 | 2,478 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $104,621 | 2,478 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $118,522 | 2,478 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $113,318 | 2,478 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $98,376 | 2,478 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $110,766 | 2,478 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $107,247 | 2,478 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $98,452 | 2,978 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $98,393 | 2,978 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $107,356 | 2,978 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $129,870 | 2,978 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $143,902 | 3,569 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $176,946 | 3,845 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $204,361 | 3,845 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $215,973 | 3,845 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $228,546 | 3,845 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $459,690 | 8,069 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $207,135 | 3,745 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $154,399 | 3,314 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $155,454 | 4,222 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||