Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$279,229
+$54,183 QoQ
Shares Held
4,623
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,533
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, 2026J.M. Arbour, LLC holds $2,746,847 across 5 Banks - Regional names. USB ranks #4 (10.2% 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 | $279,229 | 4,623 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $225,046 | 4,327 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $221,443 | 4,150 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||