Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$615,355
-$104,671 QoQ
Shares Held
10,188
-26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,155
of 2,047 holders
Holding Since
Dec 2021
19 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, 2026EARNED WEALTH ADVISORS, LLC holds $1,343,132 across 4 Banks - Regional names. USB ranks #1 (45.8% of the industry book) .
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,355 | 10,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $720,026 | 13,844 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $770,678 | 14,443 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $465,804 | 9,638 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $330,551 | 7,305 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $363,260 | 8,604 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $391,632 | 8,188 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $364,833 | 7,978 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $262,536 | 6,613 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $580,206 | 12,980 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $278,203 | 6,428 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $212,509 | 6,428 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $212,381 | 6,428 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $231,729 | 6,428 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $280,325 | 6,428 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $259,176 | 6,428 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $302,949 | 6,583 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $341,648 | 6,428 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $361,060 | 6,428 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||