Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$193,461
+$26,873 QoQ
Shares Held
3,203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,721
of 2,044 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Western Pacific Wealth Management, LP holds $951,893 across 5 Banks - Regional names. USB ranks #2 (20.3% 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 | $193,461 | 3,203 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $166,588 | 3,203 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $170,912 | 3,203 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $323,955 | 6,703 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $303,310 | 6,703 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $295,835 | 7,007 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $335,144 | 7,007 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $233,223 | 5,100 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $138,950 | 3,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $156,450 | 3,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $151,480 | 3,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $115,710 | 3,500 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $115,640 | 3,500 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $126,175 | 3,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $152,635 | 3,500 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $161,925 | 4,016 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $161,070 | 3,500 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $186,025 | 3,500 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $196,595 | 3,500 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||