Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$311,422
+$43,259 QoQ
Shares Held
5,156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,466
of 2,047 holders
Holding Since
Mar 2020
19 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, 2026PLIMOTH TRUST CO LLC holds $1,854,530 across 4 Banks - Regional names. USB ranks #3 (16.8% of the industry book) .
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,422 | 5,156 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $268,163 | 5,156 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $283,128 | 5,306 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $266,055 | 5,505 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $285,300 | 6,305 | Shares | Sole | 2025-07-22 | |
| 2024-03-31 | $202,312 | 4,526 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $212,114 | 4,901 | Shares | Sole | 2024-01-26 | |
| 2022-12-31 | $266,892 | 6,120 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $257,443 | 6,385 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $324,624 | 7,054 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $413,931 | 7,788 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $433,800 | 7,723 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $459,352 | 7,728 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $464,191 | 8,148 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $525,500 | 9,501 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $970,701 | 20,835 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $847,852 | 23,650 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $868,141 | 23,578 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $411,746 | 11,952 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||