Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$479,394
+$202,753 QoQ
Shares Held
7,937
+49.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,257
of 2,052 holders
Holding Since
Dec 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, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $3,186,424 across 4 Banks - Regional names. USB ranks #4 (15.0% of the industry book) .
All Filings in USB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,394 | 7,937 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $276,641 | 5,319 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $283,821 | 5,319 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $257,067 | 5,319 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $240,684 | 5,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $224,568 | 5,319 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $273,970 | 5,728 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $475,500 | 10,398 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $412,800 | 10,398 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $464,790 | 10,398 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $450,025 | 10,398 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $343,757 | 10,398 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $343,549 | 10,398 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $374,847 | 10,398 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $383,680 | 8,798 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $354,735 | 8,798 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $404,883 | 8,798 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $402,770 | 7,578 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,511,984 | 26,918 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,600,005 | 26,918 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,533,518 | 26,918 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,549,680 | 46,098 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,157,070 | 46,299 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||