Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,865,612
+$2,695,644 QoQ
Shares Held
279,232
+2.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
#39
of 640 holders
Holding Since
Mar 2020
26 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, 2026Allied Investment Advisors, LLC holds $19,079,724 across 4 Banks - Regional names. USB ranks #1 (88.4% of the industry book) .
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,865,612 | 279,232 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $14,169,968 | 272,447 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,308,964 | 268,159 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,544,583 | 259,561 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,279,286 | 249,266 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,920,222 | 234,965 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $10,714,493 | 224,012 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $10,345,177 | 226,223 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $8,932,936 | 225,011 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,955,896 | 222,727 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $9,145,064 | 211,300 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,004,521 | 211,873 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $6,828,409 | 206,671 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $5,890,497 | 163,398 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,755,363 | 154,904 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,900,388 | 146,339 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $6,326,231 | 137,467 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,015,959 | 132,003 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $6,858,244 | 122,098 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,063,492 | 118,834 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,694,088 | 117,502 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $6,324,809 | 114,352 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $5,042,901 | 108,240 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,729,403 | 104,028 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,783,696 | 102,762 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,157,687 | 91,660 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||