Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$533,090
+$73,270 QoQ
Shares Held
8,826
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,211
of 2,044 holders
Holding Since
Dec 2023
11 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, 2026RWA WEALTH PARTNERS, LLC holds $1,303,634 across 3 Banks - Regional names. USB ranks #1 (40.9% of the industry book) .
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,090 | 8,826 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $459,820 | 8,841 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $467,860 | 8,768 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $424,724 | 8,788 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $396,752 | 8,768 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $390,999 | 9,261 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $448,262 | 9,372 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $435,349 | 9,520 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $375,919 | 9,469 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $422,102 | 9,443 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $413,150 | 9,546 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||