Position in USB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$319,341
New position
Shares Held
6,140
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $10,181,357 across 5 Banks - Regional names. USB ranks #3 (3.1% of the industry book) .
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,341 | 6,140 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||