Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$269,565
-$103,450 QoQ
Shares Held
4,463
-37.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,553
of 2,044 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GenTrust, LLC holds $18,551,102 across 3 Banks - Regional names. USB ranks #3 (1.5% of the industry book) .
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,565 | 4,463 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $373,015 | 7,172 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $359,699 | 6,741 | Shares | Sole | 2026-02-02 | |
| 2024-12-31 | $199,259 | 4,166 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||