Position in USB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,796,205
-$400,418 QoQ
Shares Held
92,217
-5.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Citizens Business Bank holds $12,168,246 across 3 Banks - Regional names. USB ranks #2 (39.4% of the industry book) .
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,796,205 | 92,217 | Shares | Other | 2026-05-01 | |
| 2025-12-31 | $5,196,623 | 97,388 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,599,710 | 95,173 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,143,316 | 91,565 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,800,137 | 90,008 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,306,810 | 27,322 | Principal | Other | 2025-02-14 | |
| 2024-12-31 | $3,023,238 | 63,208 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $999,840 | 21,864 | Shares | Other | 2024-11-19 | |
| 2024-06-30 | $884,118 | 22,270 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $1,647,865 | 36,865 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $2,658,084 | 61,416 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $2,030,412 | 61,416 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $4,044,624 | 122,416 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $4,413,096 | 122,416 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $5,338,561 | 122,416 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $4,935,813 | 122,416 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $6,894,532 | 149,816 | Shares | Other | 2022-11-18 | |
| 2022-03-31 | $7,962,720 | 149,816 | Shares | Other | 2022-11-18 | |
| 2021-12-31 | $8,336,526 | 148,416 | Shares | Sole | 2022-11-18 | |
| 2021-09-30 | $8,821,847 | 148,416 | Shares | Other | 2022-11-18 | |
| 2021-06-30 | $8,455,259 | 148,416 | Shares | Other | 2022-11-18 | |
| 2021-03-31 | $8,218,843 | 148,596 | Shares | Other | 2022-11-18 | |
| 2020-12-31 | $6,914,701 | 148,416 | Shares | Sole | 2022-11-18 | |
| 2020-09-30 | $5,320,713 | 148,416 | Shares | Other | 2022-11-18 | |
| 2020-06-30 | $5,464,677 | 148,416 | Shares | Sole | 2022-11-18 | |
| 2020-03-31 | $4,988,049 | 144,791 | Shares | Other | 2022-11-18 | |
| No filing history on record for this holder in this stock. | ||||||