Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,072,288
-$94,077 QoQ
Shares Held
67,422
-15.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#546
of 2,044 holders
Holding Since
Jun 2023
8 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, 2026Synergy Asset Management, LLC holds $4,594,554 across 3 Banks - Regional names. USB ranks #1 (88.6% of the industry book) .
All Filings in USB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,072,288 | 67,422 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,166,365 | 80,107 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,917,003 | 129,629 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,797,762 | 119,962 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,714,140 | 59,981 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,407,430 | 104,392 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $14,779 | 309 | Shares | Sole | 2025-01-23 | |
| 2023-06-30 | $7,235,066 | 218,979 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||