Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$471,120
+$56,497 QoQ
Shares Held
7,800
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,263
of 2,052 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OARSMAN CAPITAL, INC. holds $3,186,216 across 4 Banks - Regional names. USB ranks #2 (14.8% of the industry book) .
All Filings in USB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,120 | 7,800 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $414,623 | 7,972 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $419,889 | 7,869 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $376,829 | 7,797 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $390,236 | 8,624 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $343,417 | 8,134 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $399,715 | 8,357 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $382,165 | 8,357 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $338,442 | 8,525 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $442,842 | 9,907 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $305,210 | 7,052 | Shares | Sole | 2024-02-16 | |
| 2021-12-31 | $206,256 | 3,672 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $224,207 | 3,772 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $224,006 | 3,932 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $203,098 | 3,672 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||