Position in USB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$876,628
-$23,822 QoQ
Shares Held
16,855
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Derivatives in USB
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$5,000
PutShares
15,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Precision Wealth Strategies, LLC holds $981,632 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
5,979 | $981,632 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $876,628 | 16,855 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $900,450 | 16,875 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $814,650 | 16,856 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $762,734 | 16,856 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $566,043 | 13,407 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $525,986 | 10,997 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $502,892 | 10,997 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $436,580 | 10,997 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $491,565 | 10,997 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $505,986 | 11,691 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $507,173 | 15,341 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,178,305 | 35,663 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,376,533 | 38,184 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $475,218 | 10,897 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $576,656 | 14,302 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $658,178 | 14,302 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $760,151 | 14,302 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $777,224 | 13,837 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $773,433 | 13,012 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $745,167 | 13,080 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,000 | 15,100 | Put | Sole | 2021-04-26 | |
| 2021-03-31 | $674,062 | 12,187 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $707,562 | 15,187 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||