Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$108,236
+$15,035 QoQ
Shares Held
1,792
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,777
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Tradewinds Capital Management, LLC holds $1,542,921 across 6 Banks - Regional names. USB ranks #4 (7.0% of the industry book) .
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,236 | 1,792 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $93,201 | 1,792 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $95,621 | 1,792 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $86,607 | 1,792 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $81,178 | 1,794 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $75,658 | 1,792 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $85,711 | 1,792 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $81,948 | 1,792 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $71,142 | 1,792 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $80,102 | 1,792 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $77,557 | 1,792 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $59,243 | 1,792 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $59,240 | 1,793 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $64,637 | 1,793 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $85,213 | 1,954 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $72,253 | 1,792 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $82,467 | 1,792 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $309,386 | 5,821 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $326,965 | 5,821 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $346,000 | 5,821 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $331,622 | 5,821 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $238,994 | 4,321 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $211,099 | 4,531 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $162,436 | 4,531 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $166,831 | 4,531 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $168,494 | 4,891 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||