Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,790,316
-$151,061 QoQ
Shares Held
29,641
-20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.78%
of 13F equity value
Holder Rank
#770
of 2,044 holders
Holding Since
Jun 2025
5 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, 2026Charter Capital Management, LLC\DE holds $2,686,828 across 4 Banks - Regional names. USB ranks #1 (66.6% of the industry book) .
All Filings in USB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,790,316 | 29,641 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,941,377 | 37,327 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,096,781 | 39,295 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,071,617 | 42,864 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,939,596 | 42,864 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||