Position in USB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$423,102
+$55,600 QoQ
Shares Held
7,005
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,318
of 2,044 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, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $3,110,280 across 5 Banks - Regional names. USB ranks #3 (13.6% 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 | $423,102 | 7,005 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $367,502 | 7,066 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $369,037 | 6,916 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $343,916 | 7,116 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $356,615 | 7,881 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $331,975 | 7,863 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $376,087 | 7,863 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $359,574 | 7,863 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $310,215 | 7,814 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $362,427 | 8,108 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $350,914 | 8,108 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $288,944 | 8,740 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $280,377 | 8,486 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $529,214 | 14,680 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $640,194 | 14,680 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $591,897 | 14,680 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $700,240 | 15,216 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $813,248 | 15,301 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $871,533 | 15,516 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $922,271 | 15,516 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $883,946 | 15,516 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $847,459 | 15,322 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $682,543 | 14,650 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $525,202 | 14,650 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $539,413 | 14,650 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $667,813 | 19,385 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||