Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$282,672
+$48,159 QoQ
Shares Held
4,680
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,525
of 2,047 holders
Holding Since
Dec 2025
3 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, 2026BLALOCK WILLIAMS, LLC holds $1,067,025 across 4 Banks - Regional names. USB ranks #2 (26.5% of the industry book) .
All Filings in USB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,672 | 4,680 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $234,513 | 4,509 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $217,442 | 4,075 | Shares | Defined | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||