Position in USB
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$21,925
+$3,046 QoQ
Shares Held
363
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,905
of 2,044 holders
Holding Since
Sep 2024
5 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, 2026JDM Financial Group LLC holds $53,982 across 6 Banks - Regional names. USB ranks #1 (40.6% of the industry book) .
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,925 | 363 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $18,879 | 363 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $19,369 | 363 | Shares | Sole | 2026-02-02 | |
| 2024-12-31 | $1,339 | 28 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,280 | 28 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||