Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,456
+$1,175 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,978
of 2,047 holders
Holding Since
Mar 2020
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, 2026Centerpoint Advisors, LLC holds $153,145 across 6 Banks - Regional names. USB ranks #5 (5.5% 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 | $8,456 | 140 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,281 | 140 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,470 | 140 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,766 | 140 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $10,426 | 218 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,969 | 218 | Shares | Sole | 2024-10-15 | |
| 2023-09-30 | $363 | 11 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $363 | 11 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $396 | 11 | Shares | Sole | 2023-05-03 | |
| 2020-03-31 | $33,761 | 980 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||