Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$592,342
+$170,281 QoQ
Shares Held
9,807
+20.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,174
of 2,044 holders
Holding Since
Mar 2026
2 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, 2026Access Investment Management LLC holds $49,164,166 across 10 Banks - Regional names. USB ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
126,596 | $16,342,277 | |
| 2 | CUBI |
Customers Bancorp, Inc.
|
140,549 | $11,117,425 | |
| 3 | FITB |
Fifth Third Bancorp
|
153,100 | $8,630,247 | |
| 4 | FSUN |
Firstsun Capital Bancorp
|
87,340 | $3,387,045 | |
| 5 | WTFC |
Wintrust Financial Corp
|
18,402 | $2,957,569 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
76,554 | $2,453,555 | |
| 7 | FHN |
First Horizon Corp
|
91,384 | $2,343,085 | |
| 8 | CATY |
Cathay General Bancorp
|
21,261 | $1,317,969 |
All Filings in USB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,342 | 9,807 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $422,061 | 8,115 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||