Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$249,693
+$44,202 QoQ
Shares Held
4,134
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,599
of 2,047 holders
Holding Since
Dec 2025
3 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, 2026Southland Equity Partners LLC holds $1,380,814 across 4 Banks - Regional names. USB ranks #4 (18.1% of the industry book) .
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,693 | 4,134 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $205,491 | 3,951 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $206,876 | 3,877 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||