Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$865,230
+$172,561 QoQ
Shares Held
14,325
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,022
of 2,052 holders
Holding Since
Mar 2020
26 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, 2026Bedel Financial Consulting, Inc. holds $3,523,941 across 4 Banks - Regional names. USB ranks #3 (24.6% 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 | $865,230 | 14,325 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $692,669 | 13,318 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $710,648 | 13,318 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $643,658 | 13,318 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $602,684 | 13,319 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $590,826 | 13,994 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $669,333 | 13,994 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $578,210 | 12,644 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $501,966 | 12,644 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $595,269 | 13,317 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $582,592 | 13,461 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $377,479 | 11,418 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $377,151 | 11,415 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $414,250 | 11,491 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $508,318 | 11,656 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $469,969 | 11,656 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $536,225 | 11,652 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $634,823 | 11,944 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $685,161 | 12,198 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $701,867 | 11,808 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $677,829 | 11,898 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $636,230 | 11,503 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $535,831 | 11,501 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $415,035 | 11,577 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $426,191 | 11,575 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $449,400 | 13,045 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||