Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$32,797
+$4,400 QoQ
Shares Held
543
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,873
of 2,047 holders
Holding Since
Dec 2022
15 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, 2026Richard W. Paul & Associates, LLC holds $87,667 across 4 Banks - Regional names. USB ranks #1 (37.4% of the industry book) .
All Filings in USB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,797 | 543 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $28,397 | 546 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $29,081 | 545 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $26,968 | 558 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,177 | 468 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,210 | 455 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $22,193 | 464 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $21,035 | 460 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $16,197 | 408 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $18,058 | 404 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,797 | 365 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $16,529 | 500 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $15,858 | 480 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $16,258 | 451 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $19,449 | 446 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||