Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$506,152
+$72,961 QoQ
Shares Held
8,380
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,233
of 2,047 holders
Holding Since
Dec 2020
19 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, 2026Wealthspire Retirement, LLC holds $1,379,815 across 3 Banks - Regional names. USB ranks #1 (36.7% of the industry book) .
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,152 | 8,380 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $433,191 | 8,329 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $464,605 | 8,707 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $388,283 | 8,034 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $360,325 | 7,963 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $284,351 | 6,735 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $317,065 | 6,629 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $270,995 | 5,926 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $208,525 | 4,665 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $203,329 | 4,698 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $201,260 | 4,615 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $281,877 | 6,991 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $482,427 | 10,483 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $557,171 | 10,483 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $554,678 | 9,875 | Shares | Sole | 2025-02-13 | |
| 2021-09-30 | $547,680 | 9,214 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $361,531 | 6,346 | Shares | Sole | 2025-02-13 | |
| 2021-03-31 | $353,762 | 6,396 | Shares | Sole | 2025-02-13 | |
| 2020-12-31 | $293,330 | 6,296 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||