Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$385,050
+$53,487 QoQ
Shares Held
6,375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,359
of 2,052 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Alpha Family Trust holds $1,179,476 across 3 Banks - Regional names. USB ranks #2 (32.6% 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 | $385,050 | 6,375 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $331,563 | 6,375 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $340,170 | 6,375 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $308,103 | 6,375 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $288,468 | 6,375 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $338,815 | 8,025 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $283,392 | 5,925 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $270,950 | 5,925 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $235,222 | 5,925 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $264,847 | 5,925 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $256,434 | 5,925 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||