Position in USB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$271,800
+$53,358 QoQ
Shares Held
4,500
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#243
of 346 holders
Holding Since
Sep 2025
4 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, 2026Mechanics Bank Trust Department holds $36,288,651 across 3 Banks - Regional names. USB ranks #3 (0.7% of the industry book) .
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,800 | 4,500 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $218,442 | 4,200 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $224,112 | 4,200 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $202,986 | 4,200 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||