Position in USB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$29,905
-$34,660 QoQ
Shares Held
575
-52.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $360,627 across 4 Banks - Regional names. USB ranks #3 (8.3% of the industry book) .
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,905 | 575 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $64,565 | 1,210 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $58,189 | 1,204 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $54,209 | 1,198 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $50,284 | 1,191 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $56,965 | 1,191 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $54,190 | 1,185 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $46,806 | 1,179 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $52,433 | 1,173 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $50,464 | 1,166 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $38,316 | 1,159 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $38,062 | 1,152 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $41,277 | 1,145 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $49,715 | 1,140 | Shares | Other | 2023-01-23 | |
| 2022-09-30 | $45,763 | 1,135 | Shares | Other | 2022-11-07 | |
| 2022-06-30 | $52,002 | 1,130 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $60,059 | 1,130 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $63,472 | 1,130 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $67,167 | 1,130 | Shares | Other | 2021-11-05 | |
| 2021-06-30 | $64,376 | 1,130 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $76,770 | 1,388 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $52,646 | 1,130 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $40,510 | 1,130 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $39,728 | 1,079 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $37,171 | 1,079 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||