Position in USB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,954,119
-$77,989 QoQ
Shares Held
37,572
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HBW ADVISORY SERVICES LLC holds $3,105,202 across 4 Banks - Regional names. USB ranks #1 (62.9% of the industry book) .
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,954,119 | 37,572 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,032,108 | 38,083 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,536,261 | 52,478 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,375,036 | 52,487 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $2,263,329 | 53,608 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,204,389 | 46,088 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,045,319 | 44,726 | Shares | Sole | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||