Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$813,286
+$82,598 QoQ
Shares Held
13,465
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#262
of 640 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, 2026BSW Wealth Partners holds $7,701,840 across 14 Banks - Regional names. USB ranks #5 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CIB |
Grupo Cibest S.A.
|
12,304 | $977,306 | |
| 2 | IBN |
Icici Bank Ltd
|
33,533 | $973,462 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,542 | $872,111 | |
| 4 | KB |
KB Financial Group Inc.
|
8,265 | $867,494 | |
| 5 | USB |
US Bancorp \De\
This page
|
13,465 | $813,286 | |
| 6 | WF |
Woori Financial Group Inc.
|
11,640 | $668,136 | |
| 7 | TFC |
Truist Financial Corp
|
11,011 | $548,568 | |
| 8 | FNB |
Fnb Corp/Pa/
|
20,165 | $384,748 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,286 | 13,465 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $730,688 | 14,049 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $573,193 | 10,742 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $477,887 | 9,888 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $347,972 | 7,690 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $302,295 | 7,160 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $353,989 | 7,401 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $320,475 | 7,008 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $357,498 | 9,005 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $410,971 | 9,194 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $302,613 | 6,992 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $265,504 | 8,031 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $217,634 | 6,587 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $254,693 | 7,065 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $277,185 | 6,356 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $251,717 | 6,243 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $500,421 | 10,874 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $573,966 | 10,799 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $534,794 | 9,521 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $643,556 | 10,827 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $418,672 | 7,349 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $355,422 | 6,426 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $277,396 | 5,954 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||