Position in USB
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$7,021
-$182 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 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 Mar 31, 2026IFS Advisors, LLC holds $65,875 across 3 Banks - Regional names. USB ranks #3 (10.7% of the industry book) .
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,021 | 135 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $7,203 | 135 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,524 | 135 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,108 | 135 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,699 | 135 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,457 | 135 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,173 | 135 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,359 | 135 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $6,034 | 135 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $5,842 | 135 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $4,463 | 135 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,460 | 135 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,866 | 135 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,887 | 135 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,443 | 135 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,212 | 135 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,175 | 135 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,582 | 135 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $16,632 | 357 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||