Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$420,686
+$137,024 QoQ
Shares Held
6,965
+27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,322
of 2,044 holders
Holding Since
Mar 2021
11 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, 2026Souders Financial Advisors holds $4,588,410 across 5 Banks - Regional names. USB ranks #3 (9.2% of the industry book) .
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,686 | 6,965 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $283,662 | 5,454 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $276,458 | 5,181 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $248,996 | 5,152 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $229,734 | 5,077 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $210,165 | 4,394 | Shares | Sole | 2025-02-06 | |
| 2022-03-31 | $205,796 | 3,872 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $222,208 | 3,956 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $245,665 | 4,133 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $235,457 | 4,133 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $228,596 | 4,133 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||