Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$410,961
+$72,428 QoQ
Shares Held
6,804
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,332
of 2,047 holders
Holding Since
Mar 2020
17 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, 2026Mattern Wealth Management LLC holds $1,665,829 across 3 Banks - Regional names. USB ranks #3 (24.7% of the industry book) .
All Filings in USB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,961 | 6,804 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $338,533 | 6,509 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $300,630 | 5,634 | Shares | Sole | 2026-01-16 | |
| 2023-06-30 | $1,383,913 | 41,886 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,405,589 | 38,990 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,398,311 | 32,064 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,358,743 | 33,699 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,544,799 | 33,568 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,754,800 | 33,016 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $322,471 | 5,741 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $345,227 | 5,808 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $330,653 | 5,804 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $389,880 | 7,049 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $783,317 | 16,813 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,339,463 | 37,363 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $565,518 | 15,359 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $381,774 | 11,082 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||