Position in USB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$287,043
+$42,121 QoQ
Shares Held
5,519
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 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 Mar 31, 2026Leo Wealth, LLC holds $1,001,570 across 4 Banks - Regional names. USB ranks #3 (28.7% of the industry book) .
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $287,043 | 5,519 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $244,922 | 4,590 | Shares | Sole | 2026-01-21 | |
| 2024-03-31 | $202,759 | 4,536 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $281,449 | 6,503 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||