Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$265,760
+$36,916 QoQ
Shares Held
4,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,560
of 2,047 holders
Holding Since
Sep 2022
16 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, 2026Ameliora Wealth Management Ltd. holds $345,710 across 4 Banks - Regional names. USB ranks #1 (76.9% of the industry book) .
All Filings in USB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,760 | 4,400 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $228,844 | 4,400 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $234,784 | 4,400 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $212,652 | 4,400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $199,100 | 4,400 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $288,784 | 6,840 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $327,157 | 6,840 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $312,793 | 6,840 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $271,548 | 6,840 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $305,748 | 6,840 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $190,432 | 4,400 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $145,464 | 4,400 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $145,376 | 4,400 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $158,620 | 4,400 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $191,884 | 4,400 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $177,408 | 4,400 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||