Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$613,845
New position
Shares Held
10,163
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,157
of 2,044 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Excelsior Advisor Network LLC holds $34,936,585 across 4 Banks - Regional names. USB ranks #2 (1.8% of the industry book) .
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,845 | 10,163 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||