Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$31,710
+$4,665 QoQ
Shares Held
525
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,874
of 2,044 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $247,479 across 4 Banks - Regional names. USB ranks #4 (12.8% of the industry book) .
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,710 | 525 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $27,045 | 520 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $24,648 | 510 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $23,580 | 493 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||