Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,870
-$23,274 QoQ
Shares Held
3,425
-22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,702
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $6,403,053 across 3 Banks - Regional names. USB ranks #3 (3.2% of the industry book) .
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,870 | 3,425 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $230,144 | 4,425 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $220,216 | 4,127 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $204,453 | 4,540 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,028,306 | 22,725 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $980,559 | 23,225 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,113,243 | 23,275 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,064,365 | 23,275 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $924,017 | 23,275 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,040,392 | 23,275 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,023,572 | 23,650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $781,869 | 23,650 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $766,528 | 23,200 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,009 | 28 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,018,293 | 23,350 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $949,536 | 23,550 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,003,236 | 21,800 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,167,971 | 21,975 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,246,693 | 22,195 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,319,270 | 22,195 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,264,449 | 22,195 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,158,467 | 20,945 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $975,827 | 20,945 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $750,878 | 20,945 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $794,207 | 21,570 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $758,244 | 22,010 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||