Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,792,309
+$241,215 QoQ
Shares Held
29,674
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#770
of 2,047 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CHAPMAN FINANCIAL GROUP, LLC holds $2,401,939 across 3 Banks - Regional names. USB ranks #1 (74.6% 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 | $1,792,309 | 29,674 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,551,094 | 29,823 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,667,873 | 31,257 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,561,397 | 32,307 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,461,846 | 32,306 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,569,589 | 32,816 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||