Position in USB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,504,961
-$435,635 QoQ
Shares Held
28,936
-20.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
6 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, 2026Econ Financial Services Corp holds $1,988,709 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
|
19,907 | $1,988,709 |
All Filings in USB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,504,961 | 28,936 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,940,596 | 36,368 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $1,586,012 | 35,050 | Shares | Sole | 2025-08-04 | |
| 2024-03-31 | $1,024,300 | 22,915 | Shares | Sole | 2024-05-15 | |
| 2022-06-30 | $1,841,306 | 40,011 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,061,157 | 38,780 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||