Position in USB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$802,514
+$33 QoQ
Shares Held
15,430
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 quarters on record
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026M Holdings Securities, Inc. holds $4,906,530 across 3 Banks - Regional names.
All Filings in USB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $802,514 | 15,430 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $802,481 | 15,039 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $658,012 | 13,615 | Shares | Sole | 2025-11-13 | |
| 2023-03-31 | $395,612 | 10,974 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $486,120 | 11,147 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $516,821 | 12,818 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $714,092 | 15,517 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $862,730 | 16,232 | Shares | Sole | 2022-05-24 | |
| 2021-03-31 | $248,563 | 4,494 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||