Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$710,908
+$99,479 QoQ
Shares Held
11,770
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,094
of 2,047 holders
Holding Since
Mar 2020
10 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, 2026Family Manage LLC holds $1,374,945 across 3 Banks - Regional names. USB ranks #1 (51.7% of the industry book) .
All Filings in USB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,908 | 11,770 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $611,429 | 11,756 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $519,566 | 9,737 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $236,913 | 4,902 | Shares | Sole | 2025-11-13 | |
| 2021-06-30 | $688,254 | 12,081 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $545,245 | 9,858 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $462,172 | 9,920 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $371,441 | 10,361 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $842,073 | 22,870 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $815,776 | 23,680 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||