Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$399,908
-$68,858 QoQ
Shares Held
6,621
-26.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,343
of 2,047 holders
Holding Since
Mar 2020
26 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, 2026McAdam, LLC holds $1,192,054 across 4 Banks - Regional names. USB ranks #1 (33.5% 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 | $399,908 | 6,621 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $468,766 | 9,013 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $517,058 | 9,690 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $457,008 | 9,456 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $401,322 | 8,869 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $382,302 | 9,055 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $413,012 | 8,635 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $388,842 | 8,503 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $329,271 | 8,294 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $384,598 | 8,604 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $356,367 | 8,234 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $272,678 | 8,248 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $272,216 | 8,239 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $291,031 | 8,073 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $459 | 8,166 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $330,624 | 8,200 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $379,066 | 8,237 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $435,351 | 8,191 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $458,684 | 8,166 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $474,985 | 7,991 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $454,962 | 7,986 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $429,979 | 7,774 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $362,190 | 7,774 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $278,697 | 7,774 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $286,238 | 7,774 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $267,814 | 7,774 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||