Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,682,867
+$2,711,533 QoQ
Shares Held
309,319
+0.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#262
of 2,044 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CANTOR FITZGERALD INVESTMENT ADVISORS L.P. holds $52,059,571 across 4 Banks - Regional names. USB ranks #2 (35.9% of the industry book) .
All Filings in USB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,682,867 | 309,319 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,971,334 | 307,082 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,363,591 | 306,664 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $17,292,667 | 357,804 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,926,416 | 351,965 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $14,872,374 | 352,259 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,554,010 | 346,101 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,729,153 | 343,957 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,632,980 | 343,400 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $15,743,831 | 352,211 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $15,488,786 | 357,874 | Shares | Sole | 2024-02-12 | |
| 2022-03-31 | $24,671,379 | 464,184 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $13,035,428 | 232,071 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,383,807 | 225,165 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $12,743,334 | 223,685 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||