Position in USB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$712,599
+$261,309 QoQ
Shares Held
11,798
+36.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,092
of 2,047 holders
Holding Since
Jun 2025
5 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, 2026Coastal Bridge Advisors, LLC holds $712,599 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
11,798 | $712,599 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,599 | 11,798 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $451,290 | 8,677 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $437,338 | 8,196 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $384,513 | 7,956 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $474,491 | 10,486 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||