Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$601,221
+$50,280 QoQ
Shares Held
9,954
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#412
of 827 holders
Holding Since
Dec 2025
3 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, 2026Cypress Wealth Services, LLC holds $3,586,308 across 5 Banks - Regional names. USB ranks #3 (16.8% of the industry book) .
All Filings in USB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,221 | 9,954 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $550,941 | 10,593 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $817,155 | 15,314 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||