Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$483,683
+$67,187 QoQ
Shares Held
8,008
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,252
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, 2026Laurel Wealth Advisors LLC holds $5,673,153 across 4 Banks - Regional names. USB ranks #4 (8.5% 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 | $483,683 | 8,008 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $416,496 | 8,008 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $427,306 | 8,008 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $387,026 | 8,008 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $362,362 | 8,008 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $354,352 | 8,393 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $401,437 | 8,393 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $383,811 | 8,393 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $317,917 | 8,008 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $376,150 | 8,415 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $362,902 | 8,385 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $277,208 | 8,385 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $316,655 | 9,584 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $345,503 | 9,584 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $351,976 | 8,071 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $325,422 | 8,071 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $371,427 | 8,071 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $428,973 | 8,071 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $453,348 | 8,071 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $491,628 | 8,271 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $471,198 | 8,271 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $453,984 | 8,208 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $382,410 | 8,208 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $297,053 | 8,286 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $305,090 | 8,286 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $296,752 | 8,614 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||