Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,829,601
+$536,120 QoQ
Shares Held
63,404
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#563
of 2,047 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, 2026BEARING POINT CAPITAL, LLC holds $4,794,302 across 3 Banks - Regional names. USB ranks #1 (79.9% 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 | $3,829,601 | 63,404 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,293,481 | 63,324 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,365,095 | 63,064 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,946,293 | 60,962 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,825,274 | 62,437 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,291,363 | 54,272 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,328,412 | 48,681 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||