Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$259,720
+$3,571 QoQ
Shares Held
4,300
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,578
of 2,047 holders
Holding Since
Dec 2023
9 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, 2026Advantage Trust Co holds $455,370 across 4 Banks - Regional names. USB ranks #1 (57.0% of the industry book) .
All Filings in USB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,720 | 4,300 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | $256,149 | 5,300 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $253,400 | 5,600 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,666 | 300 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $14,349 | 300 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $13,719 | 300 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $11,910 | 300 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $58,110 | 1,300 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $56,264 | 1,300 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||