Position in USB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$828,675
+$17,764 QoQ
Shares Held
15,933
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Visionary Wealth Advisors holds $4,379,395 across 5 Banks - Regional names. USB ranks #3 (18.9% of the industry book) .
All Filings in USB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $828,675 | 15,933 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $810,911 | 15,197 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $743,363 | 15,381 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $689,519 | 15,238 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $679,742 | 16,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $795,747 | 16,637 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $891,872 | 19,503 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $775,380 | 19,531 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,840,831 | 108,296 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,738,424 | 109,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,619,937 | 109,496 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,319,297 | 100,463 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,219,265 | 89,300 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,535,157 | 81,063 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,101,535 | 76,923 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,064,885 | 66,599 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,389,269 | 63,768 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,809,230 | 50,013 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,843,966 | 47,846 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,790,903 | 48,989 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,760,411 | 49,908 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,780,071 | 59,671 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,014,088 | 56,181 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,950,981 | 52,987 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,595,999 | 46,328 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||