Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$434,457
+$60,350 QoQ
Shares Held
7,193
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#1,305
of 2,044 holders
Holding Since
Dec 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, 2026ATLANTIC FAMILY WEALTH, LLC holds $1,091,010 across 3 Banks - Regional names. USB ranks #2 (39.8% 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 | $434,457 | 7,193 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $374,107 | 7,193 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $385,045 | 7,216 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $349,377 | 7,229 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $284,351 | 6,284 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $266,492 | 6,312 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $289,754 | 6,058 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||