Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,640,222
+$225,186 QoQ
Shares Held
27,156
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#798
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, 202617 CAPITAL PARTNERS, LLC holds $4,249,997 across 3 Banks - Regional names. USB ranks #1 (38.6% 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 | $1,640,222 | 27,156 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,415,036 | 27,207 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,451,765 | 27,207 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,314,914 | 27,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,273,108 | 28,135 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,336,178 | 31,648 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,513,723 | 31,648 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,447,263 | 31,648 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,256,425 | 31,648 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,414,665 | 31,648 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,369,725 | 31,648 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||