Position in USB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$222,634
+$19,600 QoQ
Shares Held
3,686
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,659
of 2,047 holders
Holding Since
Dec 2020
12 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, 2026Trinity Financial Advisors LLC holds $5,332,207 across 3 Banks - Regional names. USB ranks #3 (4.2% of the industry book) .
All Filings in USB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,634 | 3,686 | Shares | Sole | 2026-07-06 | |
| 2025-12-31 | $203,034 | 3,805 | Shares | Sole | 2026-01-13 | |
| 2024-06-30 | $224,821 | 5,663 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $297,255 | 6,650 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $341,089 | 7,881 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $291,060 | 8,804 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $289,760 | 8,770 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $226,321 | 6,278 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $268,986 | 6,168 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $465,091 | 11,535 | Shares | Sole | 2022-10-25 | |
| 2021-03-31 | $332,523 | 6,012 | Shares | Sole | 2021-10-20 | |
| 2020-12-31 | $1,782,719 | 38,264 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||