Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,650
+$646 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,998
of 2,047 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Holos Integrated Wealth LLC holds $15,283 across 3 Banks - Regional names. USB ranks #2 (30.4% of the industry book) .
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,650 | 77 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,004 | 77 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,108 | 77 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $3,721 | 77 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $3,484 | 77 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,250 | 77 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $3,682 | 77 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||