Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$363,789
-$15,415 QoQ
Shares Held
6,023
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,389
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FDx Advisors, Inc. holds $1,888,865 across 5 Banks - Regional names. USB ranks #4 (19.3% of the industry book) .
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,789 | 6,023 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $379,204 | 7,291 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $385,686 | 7,228 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $379,777 | 7,858 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $346,569 | 7,659 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $310,359 | 7,351 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $358,485 | 7,495 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $359,620 | 7,864 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $283,815 | 7,149 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,203,202 | 71,660 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,259,027 | 75,301 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,625,393 | 79,413 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,724,566 | 112,729 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,592 | 151,150 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $6,591,651 | 151,150 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,432,491 | 159,536 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,918,801 | 106,884 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,277,688 | 99,298 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,285,586 | 129,706 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $7,257,445 | 122,097 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $6,475,950 | 113,673 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,714,131 | 103,311 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $4,296,902 | 92,228 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,346,991 | 93,361 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,220,687 | 60,312 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,985,766 | 57,642 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||