Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$885,343
+$112,631 QoQ
Shares Held
14,658
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#513
of 1,193 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Total Clarity Wealth Management, Inc. holds $1,732,851 across 4 Banks - Regional names. USB ranks #1 (51.1% of the industry book) .
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,343 | 14,658 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $772,712 | 14,857 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,066,259 | 38,723 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,871,482 | 38,723 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,153,467 | 25,491 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $569,463 | 13,488 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $645,131 | 13,488 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $670,218 | 14,656 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $376,792 | 9,491 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $491,163 | 10,988 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $499,754 | 11,547 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $419,167 | 12,679 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $652,903 | 19,761 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $727,597 | 20,183 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $386,122 | 8,854 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $28,900 | 628 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $19,322 | 344 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $17,832 | 300 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $16,593 | 300 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||