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Forvis Mazars Wealth Advisors, LLC

Position in USB — US Bancorp \De\

CIK 1352864 Springfield, MO

Position in USB

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$598,322
+$7,437 QoQ
Shares Held
9,906
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,177
of 2,062 holders
Holding Since
Mar 2020
26 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, 2026

Forvis Mazars Wealth Advisors, LLC holds $8,482,604 across 15 Banks - Regional names. USB ranks #8 (7.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 USB
US Bancorp \De\
This page
9,906 $598,322

All Filings in USB

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $598,322 9,906
2026-03-31 $590,885 11,361
2025-12-31 $602,434 11,290
2025-09-30 $487,214 10,081
2025-06-30 $458,156 10,125
2025-03-31 $657,027 15,562
2024-12-31 $2,050,280 42,866
2024-09-30 $1,961,085 42,884
2024-06-30 $699,117 17,610
2024-03-31 $735,583 16,456
2023-12-31 $634,917 14,670
2023-09-30 $701,962 21,233
2023-06-30 $1,341,721 40,609
2023-03-31 $1,549,897 42,993
2022-12-31 $1,752,991 40,197
2022-09-30 $1,646,184 40,828
2022-06-30 $1,887,142 41,007
2022-03-31 $2,081,035 39,154
2021-12-31 $2,124,686 37,826
2021-09-30 $2,264,901 38,104
2021-06-30 $2,205,593 38,715
2021-03-31 $2,178,882 39,394
2020-12-31 $2,065,334 44,330
2020-09-30 $1,578,439 44,029
2020-06-30 $1,606,824 43,640
2020-03-31 $1,480,592 42,978