Position in USB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$304,830
-$5,830 QoQ
Shares Held
5,861
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Beverly Hills Private Wealth, LLC holds $6,630,575 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFSL |
TFS Financial CORP
|
374,186 | $6,630,575 |
All Filings in USB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $304,830 | 5,861 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $310,660 | 5,822 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $300,417 | 6,216 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $258,964 | 5,723 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $273,625 | 6,481 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $313,379 | 6,552 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $313,477 | 6,855 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $314,780 | 7,929 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $383,883 | 8,588 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $268,983 | 6,215 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $305,242 | 9,233 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $600,634 | 18,179 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $309,849 | 8,595 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $334,270 | 7,665 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||