Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$432,041
+$20,902 QoQ
Shares Held
7,153
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,308
of 2,047 holders
Holding Since
Jun 2023
13 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, 2026First Pacific Financial holds $654,851 across 5 Banks - Regional names. USB ranks #1 (66.0% of the industry book) .
All Filings in USB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,041 | 7,153 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $411,139 | 7,905 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $551,635 | 10,338 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $507,996 | 10,511 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $588,657 | 13,009 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $18,112 | 429 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,683 | 307 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,569 | 253 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,925 | 250 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $11,040 | 247 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,690 | 247 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $45,027 | 1,362 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $45,000 | 1,362 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||