Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$21,744
+$17,428 QoQ
Shares Held
360
+333.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,907
of 2,044 holders
Holding Since
Dec 2023
11 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, 2026CGC Financial Services, LLC holds $296,876 across 4 Banks - Regional names. USB ranks #3 (7.3% of the industry book) .
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,744 | 360 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,316 | 83 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,428 | 83 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,011 | 83 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,755 | 83 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,504 | 83 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,969 | 83 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,795 | 83 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,295 | 83 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,710 | 83 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $24,886 | 575 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||