Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,277,087
+$733,546 QoQ
Shares Held
87,369
+0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.71%
of 13F equity value
Holder Rank
#487
of 2,044 holders
Holding Since
Jun 2021
20 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, 2026Walkner Condon Financial Advisors LLC holds $5,965,799 across 4 Banks - Regional names. USB ranks #1 (88.5% of the industry book) .
All Filings in USB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,277,087 | 87,369 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,543,541 | 87,359 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,656,727 | 87,270 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,214,327 | 87,199 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,943,311 | 87,145 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,732,543 | 88,407 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,219,323 | 88,215 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,030,825 | 88,144 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,496,696 | 88,078 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,937,935 | 88,097 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,809,116 | 88,011 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,899,395 | 87,701 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,836,583 | 85,853 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,106,861 | 86,182 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,754,166 | 86,085 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,474,293 | 86,168 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,961,907 | 86,091 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,572,866 | 86,037 | Shares | Sole | 2022-05-03 | |
| 2021-09-30 | $5,130,028 | 86,306 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $4,907,509 | 86,142 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||