Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$418,813
+$52,611 QoQ
Shares Held
6,934
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,324
of 2,044 holders
Holding Since
Dec 2020
17 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, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $963,047 across 3 Banks - Regional names. USB ranks #1 (43.5% of the industry book) .
All Filings in USB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,813 | 6,934 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $366,202 | 7,041 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $371,332 | 6,959 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $379,003 | 7,842 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $344,081 | 7,604 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $322,856 | 7,647 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $360,112 | 7,529 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $346,770 | 7,583 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $288,341 | 7,263 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $323,583 | 7,239 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $311,702 | 7,202 | Shares | Sole | 2024-02-09 | |
| 2022-03-31 | $226,844 | 4,268 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $232,375 | 4,137 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $245,843 | 4,136 | Shares | Sole | 2022-02-23 | |
| 2021-06-30 | $239,729 | 4,208 | Shares | Sole | 2022-02-22 | |
| 2021-03-31 | $221,627 | 4,007 | Shares | Sole | 2022-02-22 | |
| 2020-12-31 | $463,058 | 9,939 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||