Position in USB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,626,511
+$206,691 QoQ
Shares Held
26,929
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#215
of 763 holders
Holding Since
Dec 2020
23 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, 2026DOLIVER ADVISORS, LP holds $5,162,534 across 4 Banks - Regional names. USB ranks #2 (31.5% of the industry book) .
All Filings in USB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,626,511 | 26,929 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,419,820 | 27,299 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,489,491 | 27,914 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,349,808 | 27,929 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,254,737 | 27,729 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,194,277 | 28,287 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,356,267 | 28,356 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,312,176 | 28,694 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,157,016 | 29,144 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,331,791 | 29,794 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,314,024 | 30,361 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,028,628 | 31,114 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,114,373 | 33,728 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,052,407 | 29,193 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,029,239 | 23,601 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $602,824 | 14,951 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $570,970 | 12,407 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $698,975 | 13,151 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $706,113 | 12,571 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $840,422 | 14,139 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $779,406 | 13,681 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $442,148 | 7,994 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $382,830 | 8,217 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||