Position in USB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$252,653
+$41,025 QoQ
Shares Held
4,183
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,573
of 2,022 holders
Holding Since
Sep 2024
7 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, 2026Trueblood Wealth Management, LLC holds $817,109 across 4 Banks - Regional names. USB ranks #1 (30.9% of the industry book) .
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,653 | 4,183 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $211,628 | 4,069 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $211,572 | 3,965 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $236,285 | 4,889 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $203,127 | 4,489 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $213,656 | 4,467 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $203,772 | 4,456 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||