Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$465,986
+$65,978 QoQ
Shares Held
7,715
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,271
of 2,047 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $3,306,498 across 5 Banks - Regional names. USB ranks #3 (14.1% of the industry book) .
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,986 | 7,715 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $400,008 | 7,691 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $409,111 | 7,667 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $369,192 | 7,639 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $344,443 | 7,612 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $320,027 | 7,580 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $345,858 | 7,231 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $367,166 | 8,029 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $359,574 | 10,883 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $386,419 | 10,719 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $465,405 | 10,672 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $428,117 | 10,618 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $486,523 | 10,572 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $559,722 | 10,531 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $589,672 | 10,498 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $622,039 | 10,465 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $597,102 | 10,481 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $577,934 | 10,449 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,052,887 | 22,599 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||