Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,727,564
-$44,841 QoQ
Shares Held
33,216
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,727,564 | 33,216 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,772,405 | 33,216 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,605,329 | 33,216 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,591,578 | 35,173 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,869,121 | 44,271 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,120,734 | 44,339 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,024,512 | 44,271 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,757,558 | 44,271 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,107,560 | 47,149 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,056,708 | 47,521 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,581,921 | 47,850 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,577,726 | 47,752 | Shares | Sole | 2023-09-12 | |
| 2023-03-31 | $1,722,649 | 47,785 | Shares | Sole | 2023-09-12 | |
| 2022-12-31 | $2,086,782 | 47,851 | Shares | Sole | 2023-09-11 | |
| 2022-09-30 | $834,744 | 20,703 | Shares | Sole | 2023-09-11 | |
| 2022-06-30 | $948,380 | 20,608 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,030,472 | 19,388 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,564,165 | 27,847 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,154,562 | 19,424 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||