Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,100,616
+$264,567 QoQ
Shares Held
67,891
-8.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#545
of 2,047 holders
Holding Since
Dec 2023
10 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, 2026Philip James Wealth Mangement, LLC holds $5,929,574 across 4 Banks - Regional names. USB ranks #1 (69.2% of the industry book) .
All Filings in USB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,100,616 | 67,891 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,836,049 | 73,756 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,049,810 | 75,896 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,712,952 | 76,825 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,070,101 | 89,947 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,582,601 | 108,541 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,559,328 | 116,231 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,414,089 | 140,260 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $231,188 | 5,172 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $250,461 | 5,787 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||