Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$261,894
+$36,379 QoQ
Shares Held
4,336
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,572
of 2,044 holders
Holding Since
Dec 2024
5 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, 2026BEACON INVESTMENT ADVISORS LLC holds $2,207,981 across 4 Banks - Regional names. USB ranks #2 (11.9% of the industry book) .
All Filings in USB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,894 | 4,336 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $225,515 | 4,336 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $231,368 | 4,336 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $209,558 | 4,336 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $203,277 | 4,250 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||