Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$743,282
+$98,723 QoQ
Shares Held
12,306
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,068
of 2,044 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ROGCO, LP holds $1,416,437 across 3 Banks - Regional names. USB ranks #1 (52.5% 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 | $743,282 | 12,306 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $644,559 | 12,393 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $633,489 | 11,872 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $578,655 | 11,973 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $581,824 | 12,858 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $580,398 | 13,747 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $630,351 | 13,179 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $611,455 | 13,371 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $533,607 | 13,441 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $515,346 | 11,529 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $483,956 | 11,182 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $369,346 | 11,172 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||