Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$214,178
-$52,945 QoQ
Shares Held
3,546
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,681
of 2,047 holders
Holding Since
Sep 2023
11 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, 2026Koss-Olinger Consulting, LLC holds $1,264,212 across 5 Banks - Regional names. USB ranks #4 (16.9% of the industry book) .
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,178 | 3,546 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $267,123 | 5,136 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $275,711 | 5,167 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $249,721 | 5,167 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $233,806 | 5,167 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $252,728 | 5,986 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,088,353 | 43,662 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,528,228 | 55,286 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,348,096 | 59,146 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $1,843,425 | 42,593 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $442,574 | 13,387 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||