Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,170,783
-$562,083 QoQ
Shares Held
30,242
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#910
of 2,047 holders
Holding Since
Dec 2020
14 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, 2026Coppell Advisory Solutions LLC holds $1,639,299 across 3 Banks - Regional names. USB ranks #1 (71.4% of the industry book) .
All Filings in USB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,783 | 30,242 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,732,866 | 32,475 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,478,463 | 30,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,455,421 | 32,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,586,838 | 37,585 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,012,255 | 42,071 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,011,799 | 43,993 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,673,474 | 42,153 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $1,545,442 | 35,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $796,944 | 24,106 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,173,944 | 35,531 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $1,119,388 | 31,051 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $1,051,262 | 24,106 | Shares | Sole | 2023-05-19 | |
| 2020-12-31 | $613,543 | 13,169 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||