Position in USB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$844,278
-$348,211 QoQ
Shares Held
16,233
-27.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Motley Fool Wealth Management, LLC holds $10,048,475 across 3 Banks - Regional names. USB ranks #3 (8.4% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $844,278 | 16,233 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,192,489 | 22,348 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,293,745 | 26,769 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,384,107 | 30,588 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,198,541 | 28,388 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,535,295 | 32,099 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,614,451 | 35,304 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,499,191 | 37,763 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,714,781 | 38,362 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,649,444 | 38,111 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,321,275 | 39,966 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,066,465 | 32,278 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,265,751 | 35,111 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||