Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$437,900
+$60,828 QoQ
Shares Held
7,250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,303
of 2,047 holders
Holding Since
Mar 2021
18 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, 2026Horst & Graben Wealth Management LLC holds $999,462 across 3 Banks - Regional names. USB ranks #1 (43.8% of the industry book) .
All Filings in USB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,900 | 7,250 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $377,072 | 7,250 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $381,150 | 7,143 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $343,094 | 7,099 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $261,228 | 5,773 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $243,313 | 5,763 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $270,717 | 5,660 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $257,185 | 5,624 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $220,215 | 5,547 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $246,207 | 5,508 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $236,655 | 5,468 | Shares | Sole | 2024-01-29 | |
| 2022-12-31 | $200,736 | 4,603 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $208,240 | 4,525 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $238,537 | 4,488 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $250,349 | 4,457 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $262,903 | 4,423 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $250,383 | 4,395 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $241,428 | 4,365 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||