Position in USB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$213,293
-$8,097 QoQ
Shares Held
4,101
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
All Filings in USB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,293 | 4,101 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $221,390 | 4,149 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $204,870 | 4,239 | Shares | Sole | 2025-10-20 | |
| 2024-06-30 | $73,365 | 1,848 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||