Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$372,245
+$51,812 QoQ
Shares Held
6,163
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,377
of 2,044 holders
Holding Since
Sep 2023
12 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, 2026JT Stratford LLC holds $5,743,611 across 5 Banks - Regional names. USB ranks #4 (6.5% of the industry book) .
All Filings in USB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,245 | 6,163 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $320,433 | 6,161 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $334,513 | 6,269 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $295,199 | 6,108 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $281,500 | 6,221 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $243,018 | 5,756 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $277,031 | 5,792 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $267,200 | 5,843 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $227,282 | 5,725 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $256,622 | 5,741 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $239,901 | 5,543 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $201,765 | 6,103 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||