Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$42,280
+$8,449 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,848
of 2,047 holders
Holding Since
Sep 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, 2026Alpine Bank Wealth Management holds $152,524 across 5 Banks - Regional names. USB ranks #1 (27.7% of the industry book) .
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,280 | 700 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $33,831 | 700 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $31,675 | 700 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $29,554 | 700 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $32,011 | 700 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||