Position in USB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$334,314
+$47,479 QoQ
Shares Held
5,535
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,428
of 2,047 holders
Holding Since
Sep 2021
19 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, 2026Shulman DeMeo Asset Management LLC holds $756,979 across 3 Banks - Regional names. USB ranks #1 (44.2% of the industry book) .
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,314 | 5,535 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $286,835 | 5,515 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $292,359 | 5,479 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $263,543 | 5,453 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $244,531 | 5,404 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $225,708 | 5,346 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $258,329 | 5,401 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $264,410 | 5,782 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $231,093 | 5,821 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $235,792 | 5,275 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $211,769 | 4,893 | Shares | Sole | 2024-01-11 | |
| 2023-06-30 | $202,039 | 6,115 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $219,508 | 6,089 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $264,669 | 6,069 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $266,999 | 6,622 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $313,994 | 6,823 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $353,341 | 6,648 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $337,581 | 6,010 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $354,143 | 5,958 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||