Position in USB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$218,181
-$2,462 QoQ
Shares Held
4,195
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 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 Jun 30, 2026Zhang Financial LLC holds $2,853,442 across 6 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
7,941 | $1,025,103 | |
| 2 | WAL |
Western Alliance Bancorporation
|
5,500 | $452,100 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,401 | $417,194 | |
| 4 | CATY |
Cathay General Bancorp
|
6,000 | $371,940 | |
| 5 | CHCO |
City Holding Co
|
2,365 | $313,693 | |
| 6 | FRME |
First Merchants Corp
|
6,258 | $273,412 |
All Filings in USB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,181 | 4,195 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $220,643 | 4,135 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $231,592 | 4,842 | Shares | Sole | 2025-01-16 | |
| 2023-06-30 | $242,943 | 7,353 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $310,390 | 8,610 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $616,383 | 14,134 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $584,720 | 14,502 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $707,787 | 15,380 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $671,550 | 12,635 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $498,733 | 8,879 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $356,461 | 5,997 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $265,935 | 4,668 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $244,802 | 4,426 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||