Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$217,440
-$17,344 QoQ
Shares Held
3,600
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,673
of 2,047 holders
Holding Since
Dec 2023
6 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, 2026Alan B Lancz & Associates, Inc. holds $1,511,292 across 5 Banks - Regional names. USB ranks #4 (14.4% of the industry book) .
All Filings in USB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,440 | 3,600 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $234,784 | 4,400 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $212,652 | 4,400 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $210,452 | 4,400 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $201,212 | 4,400 | Shares | Sole | 2024-11-04 | |
| 2023-12-31 | $205,580 | 4,750 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||