Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$740,141
+$27,500 QoQ
Shares Held
12,254
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,058
of 2,022 holders
Holding Since
Jun 2020
24 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, 2026Stratos Wealth Advisors, LLC holds $1,355,287 across 4 Banks - Regional names. USB ranks #1 (54.6% of the industry book) .
All Filings in USB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,141 | 12,254 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $712,641 | 13,702 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $708,674 | 13,281 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $647,332 | 13,394 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $701,510 | 15,503 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $624,011 | 14,780 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $731,846 | 15,301 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $683,206 | 14,940 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $618,446 | 15,578 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $519,101 | 11,613 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,031,303 | 46,934 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,081,754 | 93,217 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $367,074 | 11,110 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $286,994 | 7,961 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $755,630 | 17,327 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $964,938 | 23,932 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,237,845 | 26,898 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,335,234 | 25,122 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,452,556 | 25,860 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,581,401 | 26,605 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $906,107 | 15,905 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $854,318 | 15,446 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $449,593 | 9,650 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $202,878 | 5,510 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||