Position in USB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,244,360
+$223,716 QoQ
Shares Held
20,602
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#885
of 2,047 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, 2026JGP Wealth Management, LLC holds $23,182,006 across 3 Banks - Regional names. USB ranks #2 (5.4% 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 | $1,244,360 | 20,602 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,020,644 | 19,624 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,056,314 | 19,796 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $940,501 | 19,460 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $893,732 | 19,751 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $774,272 | 18,339 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $898,151 | 18,778 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $867,498 | 18,970 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $731,750 | 18,432 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $967,039 | 21,634 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $847,032 | 19,571 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $658,323 | 19,913 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $672,991 | 20,369 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $681,849 | 18,914 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $820,216 | 18,808 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $810,190 | 20,094 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,037,336 | 22,541 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,194,758 | 22,479 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,259,050 | 22,415 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,329,851 | 22,373 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,274,589 | 22,373 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,223,457 | 22,120 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,030,570 | 22,120 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $795,511 | 22,190 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $819,797 | 22,265 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,778,377 | 51,622 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||