Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$287,202
+$39,895 QoQ
Shares Held
4,755
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,519
of 2,047 holders
Holding Since
Dec 2023
11 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, 2026Security National Bank holds $2,311,031 across 4 Banks - Regional names. USB ranks #3 (12.4% of the industry book) .
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,202 | 4,755 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $247,307 | 4,755 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $284,675 | 5,335 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $257,840 | 5,335 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $241,408 | 5,335 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $225,243 | 5,335 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $255,173 | 5,335 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $87,801 | 1,920 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $76,224 | 1,920 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $85,824 | 1,920 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $83,097 | 1,920 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||