Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,001,293
+$246,788 QoQ
Shares Held
33,134
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#732
of 2,047 holders
Holding Since
Mar 2023
14 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, 2026Midwest Financial Group LLC holds $3,158,862 across 3 Banks - Regional names. USB ranks #1 (63.4% of the industry book) .
All Filings in USB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,001,293 | 33,134 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,754,505 | 33,734 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,811,785 | 33,954 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,592,521 | 32,951 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,522,707 | 33,651 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,382,747 | 32,751 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,523,576 | 31,854 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,455,540 | 31,829 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,275,521 | 32,129 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,410,553 | 31,556 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,339,516 | 30,950 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,040,563 | 31,475 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $957,334 | 28,975 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $945,411 | 26,225 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||