Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$961,326
+$76,844 QoQ
Shares Held
15,916
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#984
of 2,044 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Archford Capital Strategies, LLC holds $1,814,407 across 4 Banks - Regional names. USB ranks #1 (53.0% of the industry book) .
All Filings in USB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961,326 | 15,916 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $884,482 | 17,006 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $710,755 | 13,320 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $645,447 | 13,355 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $601,508 | 13,293 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $336,831 | 7,978 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $342,510 | 7,161 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $327,152 | 7,154 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $343,325 | 8,648 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $386,610 | 8,649 | Shares | Sole | 2024-04-24 | |
| 2022-03-31 | $201,810 | 3,797 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $207,154 | 3,688 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $204,354 | 3,438 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||