Position in USB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$335,763
-$120,208 QoQ
Shares Held
5,559
-36.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,426
of 2,044 holders
Holding Since
Dec 2024
5 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, 2026Net Worth Advisory Group holds $2,538,845 across 5 Banks - Regional names. USB ranks #3 (13.2% of the industry book) .
All Filings in USB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,763 | 5,559 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $455,971 | 8,767 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $356,925 | 6,689 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $322,941 | 6,682 | Shares | Sole | 2025-10-15 | |
| 2024-12-31 | $201,938 | 4,222 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||