Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,176,617
+$512,561 QoQ
Shares Held
52,593
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#610
of 2,047 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MITCHELL & PAHL PRIVATE WEALTH, LLC holds $4,410,945 across 3 Banks - Regional names. USB ranks #1 (72.0% of the industry book) .
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,176,617 | 52,593 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,664,056 | 51,222 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,652,578 | 49,711 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,378,995 | 49,224 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,229,512 | 49,271 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,994,768 | 47,247 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,182,482 | 45,630 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,010,153 | 43,957 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,685,265 | 42,450 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,903,996 | 42,595 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,738,038 | 40,158 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,365,278 | 41,297 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,244,583 | 37,669 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,195,129 | 33,152 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,339,873 | 30,724 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,197,141 | 29,691 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,285,982 | 27,944 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,373,768 | 25,847 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,423,797 | 25,348 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,388,221 | 23,355 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,305,752 | 22,920 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,173,014 | 21,208 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $893,456 | 19,177 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||