Position in USB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$202,474
-$213,502 QoQ
Shares Held
3,893
-54.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026PFG Advisors holds $2,021,028 across 5 Banks - Regional names.
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,474 | 3,893 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $415,976 | 8,607 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $372,995 | 8,243 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $282,747 | 6,697 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $253,785 | 5,306 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||