Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,064,351
+$266,054 QoQ
Shares Held
34,178
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#717
of 2,044 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, 2026VIAWEALTH, LLC holds $3,235,577 across 3 Banks - Regional names. USB ranks #1 (63.8% 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 | $2,064,351 | 34,178 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,798,297 | 34,576 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,857,568 | 34,812 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,792,801 | 37,095 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,711,038 | 37,813 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,769,018 | 41,900 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,024,404 | 42,325 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,982,989 | 43,363 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,741,083 | 43,856 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,968,230 | 44,032 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,936,130 | 44,735 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,665,430 | 50,376 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,534,278 | 46,437 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $613,354 | 17,014 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $636,706 | 14,600 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||