Position in USB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$86,463,264
+$11,633,929 QoQ
Shares Held
1,431,511
-0.5% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#102
of 2,052 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Douglas Lane & Associates, LLC holds $146,415,468 across 4 Banks - Regional names. USB ranks #1 (59.1% 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 | $86,463,264 | 1,431,511 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $74,829,335 | 1,438,749 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $75,178,904 | 1,408,900 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $67,316,343 | 1,392,848 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $63,667,609 | 1,407,019 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $61,285,116 | 1,451,566 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $70,843,978 | 1,481,162 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $69,625,113 | 1,522,526 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $63,410,547 | 1,597,243 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $73,255,522 | 1,638,826 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $73,131,168 | 1,689,722 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $53,884,791 | 1,629,909 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $53,881,929 | 1,630,809 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $58,525,372 | 1,623,450 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $70,310,745 | 1,612,262 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $60,963,194 | 1,511,984 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $68,637,311 | 1,491,467 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $80,519,433 | 1,514,947 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $88,459,268 | 1,574,849 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $99,435,155 | 1,672,866 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $96,589,444 | 1,695,444 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $93,968,205 | 1,698,937 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $78,509,833 | 1,685,122 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $61,209,322 | 1,707,373 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $59,193,267 | 1,607,639 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $52,854,430 | 1,534,236 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||