Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$292,396
+$41,916 QoQ
Shares Held
4,841
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,504
of 2,047 holders
Holding Since
Sep 2020
23 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, 2026BNC WEALTH MANAGEMENT, LLC holds $8,292,789 across 3 Banks - Regional names. USB ranks #3 (3.5% of the industry book) .
All Filings in USB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,396 | 4,841 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $250,480 | 4,816 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $255,647 | 4,791 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $230,147 | 4,762 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $214,258 | 4,735 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,539,153 | 60,141 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $266,891 | 5,580 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $257,139 | 5,623 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $222,042 | 5,593 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $248,710 | 5,564 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $241,762 | 5,586 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $230,957 | 6,986 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $236,368 | 7,154 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $293,338 | 8,137 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $353,807 | 8,113 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $325,987 | 8,085 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $371,059 | 8,063 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $397,189 | 7,473 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $351,118 | 6,251 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $213,746 | 3,596 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $217,910 | 3,825 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $211,560 | 3,825 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $68,688 | 1,916 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||