Position in USB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$499,749
+$68,483 QoQ
Shares Held
8,274
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,237
of 2,047 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $2,988,151 across 4 Banks - Regional names. USB ranks #3 (16.7% of the industry book) .
All Filings in USB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,749 | 8,274 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $431,266 | 8,292 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $442,887 | 8,300 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $418,391 | 8,657 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $390,552 | 8,631 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $364,400 | 8,631 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||