Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$247,881
+$34,773 QoQ
Shares Held
4,104
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,600
of 2,044 holders
Holding Since
Mar 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Nadler Financial Group, Inc. holds $1,657,566 across 5 Banks - Regional names. USB ranks #4 (15.0% of the industry book) .
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,881 | 4,104 | Shares | Sole | 2026-07-30 | |
| 2021-12-31 | $213,108 | 3,794 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $225,515 | 3,794 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $216,144 | 3,794 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $209,846 | 3,794 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||