Position in USB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$24,400,875
+$2,582,941 QoQ
Shares Held
403,988
-3.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
#232
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, 2026PROFESSIONAL ADVISORY SERVICES INC holds $43,932,916 across 3 Banks - Regional names. USB ranks #1 (55.5% 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 | $24,400,875 | 403,988 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $21,817,934 | 419,495 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $21,793,344 | 408,421 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $20,569,827 | 425,612 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,578,000 | 432,663 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $18,431,436 | 436,557 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $19,063,555 | 398,569 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $20,703,159 | 452,726 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $20,844,008 | 525,038 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $21,611,511 | 483,479 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $20,497,148 | 473,594 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $17,275,536 | 522,551 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $17,179,808 | 519,970 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $18,624,223 | 516,622 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $21,055,562 | 482,815 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $18,907,015 | 468,924 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $20,125,420 | 437,319 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $22,316,303 | 419,874 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $27,016,309 | 480,974 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $28,271,863 | 475,637 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $25,350,624 | 444,982 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $23,847,459 | 431,160 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $21,906,990 | 470,208 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $18,395,925 | 513,136 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $16,630,194 | 451,662 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $16,801,816 | 487,716 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||