Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$669,654
+$458,442 QoQ
Shares Held
11,087
+173.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,117
of 2,044 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $1,425,684 across 4 Banks - Regional names. USB ranks #1 (47.0% 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 | $669,654 | 11,087 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $211,212 | 4,061 | Shares | Other | 2026-04-23 | |
| 2025-06-30 | $322,269 | 7,122 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $391,463 | 9,272 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $413,441 | 8,644 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $389,619 | 8,520 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $312,478 | 7,871 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $332,568 | 7,440 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $281,968 | 6,515 | Shares | Other | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||