Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$346,696
+$48,159 QoQ
Shares Held
5,740
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,413
of 2,052 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Alta Advisers Ltd holds $915,680 across 3 Banks - Regional names. USB ranks #1 (37.9% of the industry book) .
All Filings in USB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,696 | 5,740 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $298,537 | 5,740 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $306,286 | 5,740 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $369,241 | 7,640 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $345,710 | 7,640 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $322,560 | 7,640 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $241,063 | 5,040 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $160,055 | 3,500 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $138,950 | 3,500 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $156,450 | 3,500 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $151,480 | 3,500 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $115,710 | 3,500 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $115,640 | 3,500 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $126,175 | 3,500 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $152,635 | 3,500 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $141,120 | 3,500 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||