Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$392,539
+$54,527 QoQ
Shares Held
6,499
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,355
of 2,047 holders
Holding Since
Mar 2020
26 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, 2026Community Bank & Trust, Waco, Texas holds $2,189,976 across 3 Banks - Regional names. USB ranks #3 (17.9% 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 | $392,539 | 6,499 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $338,012 | 6,499 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $347,587 | 6,514 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $303,415 | 6,278 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $285,120 | 6,301 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $266,028 | 6,301 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $301,376 | 6,301 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $288,144 | 6,301 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $260,074 | 6,551 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $292,829 | 6,551 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $283,527 | 6,551 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $262 | 6,506 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $220,905 | 6,686 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $241,030 | 6,686 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $283,726 | 6,506 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $262,321 | 6,506 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $300,556 | 6,531 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $353,128 | 6,644 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $351,174 | 6,252 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $379,108 | 6,378 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $363,354 | 6,378 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $355,532 | 6,428 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $300,878 | 6,458 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $233,275 | 6,507 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $243,637 | 6,617 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $241,115 | 6,999 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||