Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$247,760
+$34,415 QoQ
Shares Held
4,102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,603
of 2,047 holders
Holding Since
Dec 2025
3 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $1,469,466 across 3 Banks - Regional names. USB ranks #3 (16.9% of the industry book) .
All Filings in USB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,760 | 4,102 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $213,345 | 4,102 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $218,882 | 4,102 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||