Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$264,672
+$36,765 QoQ
Shares Held
4,382
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,562
of 2,047 holders
Holding Since
Mar 2024
9 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, 2026Grey Ledge Advisors, LLC holds $759,078 across 3 Banks - Regional names. USB ranks #1 (34.9% of the industry book) .
All Filings in USB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,672 | 4,382 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $227,907 | 4,382 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $232,222 | 4,352 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $242,374 | 5,015 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $225,978 | 4,994 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $202,656 | 4,800 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $220,926 | 4,619 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $209,626 | 4,584 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $203,429 | 4,551 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||