Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,087,846
+$313,109 QoQ
Shares Held
34,567
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#717
of 2,052 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $4,277,242 across 3 Banks - Regional names. USB ranks #1 (48.8% of the industry book) .
All Filings in USB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,087,846 | 34,567 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,774,737 | 34,123 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,926,829 | 36,110 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,059,292 | 42,609 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,054,802 | 45,410 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,736,677 | 41,134 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,062,142 | 43,114 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,000,916 | 43,755 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,743,584 | 43,919 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $2,082,394 | 46,586 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,002,782 | 46,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,527,570 | 46,206 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||