Position in USB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$44,156
-$2,747 QoQ
Shares Held
849
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Provenance Wealth Advisors, LLC holds $77,913 across 4 Banks - Regional names. USB ranks #1 (56.7% of the industry book) .
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,156 | 849 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $46,903 | 879 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $42,482 | 879 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,847 | 969 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $220,557 | 5,224 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $474,712 | 9,925 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,572,791 | 34,393 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $1,339,120 | 33,731 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,477,647 | 33,057 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,366,003 | 31,562 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $995,833 | 30,122 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||