Position in USB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,434,318
-$404,911 QoQ
Shares Held
23,747
-32.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#847
of 2,047 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Derivatives in USB
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$2,042,532
PutShares
61,820
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $4,724,800 across 4 Banks - Regional names. USB ranks #2 (30.4% of the industry book) .
All Filings in USB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,434,318 | 23,747 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,839,229 | 35,363 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,910,501 | 35,804 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,818,319 | 37,623 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,780,316 | 39,344 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,732,751 | 41,041 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,653,387 | 34,568 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,577,639 | 34,499 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,321,176 | 33,279 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,283,649 | 28,717 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,389,893 | 32,114 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,087,905 | 32,907 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,042,532 | 61,820 | Put | Sole | 2023-10-30 | |
| 2023-03-31 | $964,409 | 26,752 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $654,498 | 15,008 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||