Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$495,823
+$83,124 QoQ
Shares Held
8,209
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,242
of 2,047 holders
Holding Since
Dec 2025
3 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, 2026Wick Capital Partners, LLC holds $4,586,236 across 5 Banks - Regional names. USB ranks #3 (10.8% of the industry book) .
All Filings in USB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,823 | 8,209 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $412,699 | 7,935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $401,107 | 7,517 | Shares | Sole | 2026-03-02 | |
| No filing history on record for this holder in this stock. | ||||||