Position in USB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$167,160
+$16,472 QoQ
Shares Held
3,214
+13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $2,988,743 across 4 Banks - Regional names.
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $167,160 | 3,214 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $150,688 | 2,824 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $102,266 | 2,116 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $161,361 | 3,566 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $77,220 | 1,829 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $146,885 | 3,071 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $149,034 | 3,259 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $133,471 | 3,362 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $132,893 | 2,973 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $66,304 | 1,532 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,330 | 131 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||