Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$371,097
+$51,756 QoQ
Shares Held
6,144
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,386
of 2,063 holders
Holding Since
Mar 2026
2 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, 2026KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $11,563,936 across 5 Banks - Regional names. USB ranks #3 (3.2% of the industry book) .
All Filings in USB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,097 | 6,144 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $319,341 | 6,140 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||