Position in USB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$394,895
+$54,854 QoQ
Shares Held
6,538
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,354
of 2,052 holders
Holding Since
Dec 2023
10 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, 2026Ballast, Inc. holds $4,156,111 across 5 Banks - Regional names. USB ranks #3 (9.5% of the industry book) .
All Filings in USB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,895 | 6,538 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $340,041 | 6,538 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $348,867 | 6,538 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $303,609 | 6,282 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $265,226 | 6,282 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $398,615 | 8,334 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $381,113 | 8,334 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $336,933 | 8,487 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $372,529 | 8,334 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $271,884 | 6,282 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||