Position in USB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$277,993
-$9,190 QoQ
Shares Held
5,345
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CHANNEL WEALTH LLC holds $7,187,234 across 5 Banks - Regional names. USB ranks #4 (3.9% of the industry book) .
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,993 | 5,345 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $287,183 | 5,382 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $300,467 | 6,217 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $273,536 | 6,045 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||