Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,225,513
+$2,100,712 QoQ
Shares Held
136,184
+15.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#399
of 2,047 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Derivatives in USB
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$440,920
PutShares
7,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Obermeyer Wealth Partners holds $8,225,513 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
136,184 | $8,225,513 |
All Filings in USB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,225,513 | 136,184 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $440,920 | 7,300 | Put | Sole | 2026-07-29 | |
| 2026-03-31 | $6,124,801 | 117,762 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,314,408 | 118,336 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,691,437 | 117,762 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,482,037 | 121,150 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $623,081 | 13,027 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $207,934 | 4,547 | Shares | Sole | 2024-11-05 | |
| 2024-03-31 | $210,090 | 4,700 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $222,935 | 5,151 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $237,668 | 7,189 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $237,412 | 5,444 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $206,277 | 5,116 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $247,127 | 5,370 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $279,941 | 5,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $277,760 | 4,945 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $240,553 | 4,047 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $230,557 | 4,047 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $223,839 | 4,047 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||