Position in USB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$297,861
-$22,808 QoQ
Shares Held
5,727
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
All Filings in USB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,861 | 5,727 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $320,669 | 6,635 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||