Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$108,720
+$15,102 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,773
of 2,044 holders
Holding Since
Dec 2020
21 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, 2026CoreFirst Bank & Trust holds $610,805 across 5 Banks - Regional names. USB ranks #3 (17.8% of the industry book) .
All Filings in USB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,720 | 1,800 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $93,618 | 1,800 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $100,957 | 1,892 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $86,994 | 1,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,450 | 1,800 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $86,094 | 1,800 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $82,314 | 1,800 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $91,635 | 2,050 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $128,758 | 2,975 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $98,353 | 2,975 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $108,206 | 3,275 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $118,063 | 3,275 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $142,822 | 3,275 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $132,048 | 3,275 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $153,108 | 3,327 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $174,066 | 3,275 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $192,382 | 3,425 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $203,582 | 3,425 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $195,122 | 3,425 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $189,436 | 3,425 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $162,412 | 3,486 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||