Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$375,990
+$62,630 QoQ
Shares Held
6,225
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,369
of 2,047 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $31,776,042 across 4 Banks - Regional names. USB ranks #2 (1.2% of the industry book) .
All Filings in USB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,990 | 6,225 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $313,360 | 6,025 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $321,494 | 6,025 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $291,188 | 6,025 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $272,631 | 6,025 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $254,375 | 6,025 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $292,958 | 6,125 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $280,096 | 6,125 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $243,162 | 6,125 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $282,727 | 6,325 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $273,746 | 6,325 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $219,022 | 6,625 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $218,890 | 6,625 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $238,831 | 6,625 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $293,277 | 6,725 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $266,112 | 6,600 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $303,732 | 6,600 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $350,790 | 6,600 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $370,722 | 6,600 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $392,304 | 6,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $381,699 | 6,700 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $370,577 | 6,700 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $330,789 | 7,100 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $250,950 | 7,000 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $257,740 | 7,000 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||