Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$146,953
+$133,275 QoQ
Shares Held
2,433
+825.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,747
of 2,052 holders
Holding Since
Dec 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, 2026SWISS RE LTD holds $802,384 across 5 Banks - Regional names. USB ranks #4 (18.3% of the industry book) .
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,953 | 2,433 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $13,678 | 263 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $14,033 | 263 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||