Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,630
+$226 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,025
of 2,047 holders
Holding Since
Jun 2025
5 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, 2026MTM Investment Management, LLC holds $6,752,793 across 11 Banks - Regional names. USB ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
88,979 | $5,138,537 | |
| 2 | PRK |
Park National Corp /Oh/
|
4,796 | $877,620 | |
| 3 | TFC |
Truist Financial Corp
|
9,229 | $459,788 | |
| 4 | UCB |
United Community Banks Inc
|
4,045 | $141,939 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
483 | $48,725 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,500 | $26,595 | |
| 7 | FBNC |
First Bancorp /Nc/
|
364 | $23,270 | |
| 8 | SSB |
SouthState Bank Corp
|
197 | $19,680 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,630 | 27 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,404 | 27 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,440 | 27 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,304 | 27 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,221 | 27 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||