Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$712,120
+$153,228 QoQ
Shares Held
13,692
+30.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $712,120 | 13,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $558,892 | 10,474 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $369,676 | 7,649 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $355,303 | 7,852 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $204,133 | 4,835 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $243,837 | 5,098 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $227,049 | 4,965 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $200,479 | 4,485 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $99,509 | 2,468 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $122,873 | 2,670 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,633,440 | 68,362 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,887,076 | 69,202 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,144,037 | 69,718 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,039,856 | 70,912 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,894,874 | 70,419 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $131,849 | 2,830 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $106,008 | 2,957 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $102,470 | 2,783 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $128,395 | 3,727 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||