Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$426,726
+$60,212 QoQ
Shares Held
7,065
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,312
of 2,047 holders
Holding Since
Dec 2024
7 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, 2026Wayfinding Financial, LLC holds $1,292,084 across 4 Banks - Regional names. USB ranks #2 (33.0% of the industry book) .
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,726 | 7,065 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $366,514 | 7,047 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $346,146 | 6,487 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $239,378 | 4,953 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $216,838 | 4,792 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $188,638 | 4,468 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $234,414 | 4,901 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||