Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$813,104
+$112,946 QoQ
Shares Held
13,462
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.88%
of 13F equity value
Holder Rank
#1,042
of 2,047 holders
Holding Since
Sep 2020
24 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, 2026INTERACTIVE FINANCIAL ADVISORS, INC. holds $813,104 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
|
13,462 | $813,104 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,104 | 13,462 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $700,158 | 13,462 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $718,332 | 13,462 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $650,618 | 13,462 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $609,155 | 13,462 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $568,365 | 13,462 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $643,887 | 13,462 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $615,617 | 13,462 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $534,441 | 13,462 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $601,751 | 13,462 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $291,837 | 6,743 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $445,053 | 13,462 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $444,784 | 13,462 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $485,305 | 13,462 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $587,077 | 13,462 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $542,787 | 13,462 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $619,521 | 13,462 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $715,505 | 13,462 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $756,160 | 13,462 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $800,181 | 13,462 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $766,930 | 13,462 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $744,583 | 13,462 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $627,194 | 13,462 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $482,612 | 13,462 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||