Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$423,524
+$55,502 QoQ
Shares Held
7,012
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#391
of 698 holders
Holding Since
Mar 2024
8 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, 2026AA Financial Advisors, LLC holds $2,375,688 across 5 Banks - Regional names. USB ranks #3 (17.8% of the industry book) .
All Filings in USB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,524 | 7,012 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $368,022 | 7,076 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $330,778 | 6,199 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $288,965 | 5,979 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $270,549 | 5,979 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $278,778 | 6,603 | Shares | Sole | 2025-04-17 | |
| 2024-06-30 | $211,521 | 5,328 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $269,451 | 6,028 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||