Position in USB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$238,309
-$4,479 QoQ
Shares Held
4,582
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
All Filings in USB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,309 | 4,582 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $242,788 | 4,550 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $224,734 | 4,650 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $230,775 | 5,100 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $215,322 | 5,100 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $248,716 | 5,200 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $251,515 | 5,500 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $288,182 | 7,259 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $323,762 | 7,243 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $594,061 | 13,726 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $496,098 | 15,006 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $635,623 | 19,238 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $766,495 | 21,262 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $530,602 | 12,167 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $535,288 | 13,276 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $571,568 | 12,420 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $564,027 | 10,612 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $612,533 | 10,905 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $647,836 | 10,899 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $609,180 | 10,693 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $889,771 | 16,087 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $749,167 | 16,080 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||