Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,180,301
+$271,226 QoQ
Shares Held
52,654
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#608
of 2,044 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $14,407,162 across 5 Banks - Regional names. USB ranks #2 (22.1% of the industry book) .
All Filings in USB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,180,301 | 52,654 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,909,075 | 55,933 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,942,217 | 55,139 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,718,030 | 56,239 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,511,194 | 55,496 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,383,783 | 56,461 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,724,779 | 56,968 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,617,356 | 57,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,237,968 | 56,372 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,284,170 | 51,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,476,914 | 57,230 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,466,806 | 44,368 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,503,154 | 45,495 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,838,766 | 51,006 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,276,921 | 52,211 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,215,261 | 54,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,624,152 | 57,022 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,036,353 | 57,128 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,269,599 | 58,209 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,509,456 | 59,042 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,391,651 | 59,534 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,299,241 | 59,650 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,734,134 | 58,685 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||