Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,623
+$1,753 QoQ
Shares Held
209
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,959
of 2,047 holders
Holding Since
Dec 2023
11 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, 2026BROADWATER CAPITAL MANAGEMENT LLC holds $26,801 across 2 Banks - Regional names. USB ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMP |
Tompkins Financial Corp
|
150 | $14,178 | |
| 2 | USB |
US Bancorp De
This page
|
209 | $12,623 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,623 | 209 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,870 | 209 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $11,152 | 209 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,100 | 209 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $9,457 | 209 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $8,823 | 209 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $9,996 | 209 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $9,557 | 209 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $8,297 | 209 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $9,342 | 209 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $9,045 | 209 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||