Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$225,473
+$28,668 QoQ
Shares Held
3,733
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,652
of 2,047 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SevenBridge Financial Group, LLC holds $8,549,714 across 3 Banks - Regional names. USB ranks #3 (2.6% of the industry book) .
All Filings in USB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,473 | 3,733 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $196,805 | 3,784 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $205,169 | 3,845 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $217,697 | 4,811 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $243,904 | 5,777 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $368,338 | 7,701 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $352,166 | 7,701 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $316,091 | 7,962 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $380,844 | 8,520 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $656,947 | 15,179 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $559,276 | 16,917 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $635,491 | 19,234 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $822,012 | 22,802 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,054,882 | 24,189 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $992,396 | 24,613 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,141,940 | 24,814 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,435,900 | 27,016 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,625,222 | 28,934 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,746,822 | 29,388 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,648,199 | 28,931 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,518,978 | 27,463 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,282,762 | 27,533 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,067,863 | 29,787 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,215,943 | 33,024 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,200,927 | 34,860 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||