Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,002,579
+$127,355 QoQ
Shares Held
16,599
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#965
of 2,047 holders
Holding Since
Mar 2025
6 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, 2026Code Waechter LLC holds $3,054,496 across 4 Banks - Regional names. USB ranks #1 (32.8% of the industry book) .
All Filings in USB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,579 | 16,599 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $875,224 | 16,828 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $876,864 | 16,433 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $747,906 | 15,475 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $710,017 | 15,691 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $418,737 | 9,918 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||