CWM, LLC

Position in USB — US Bancorp De

CIK 1535847 OMAHA, NE

Position in USB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$12,569,152

+$337,973 QoQ

Shares Held

241,668

+5.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.2377807570716852.ToString("F0")% Shared 0.ToString("F0")% None 97.76221924292831.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $208,703,709 across 284 Banks - Regional names. USB ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	174,338	$36,277,994
2	CFG	Citizens Financial Group Inc/Ri	225,549	$13,526,173
3	USB	US Bancorp De This page	241,668	$12,569,152
4	PNFP	Pinnacle Financial Partners, Inc.	131,724	$11,346,705
5	PB	Prosperity Bancshares Inc	130,471	$8,765,041
6	BPOP	Popular, Inc.	44,953	$6,031,344
7	TFC	Truist Financial Corp	123,198	$5,663,412
8	FHN	First Horizon Corp	190,735	$4,341,128

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,569,152	241,668	+5.4%	Shares	Sole	2026-05-14
2025-12-31	$12,231,179	229,220	+21.2%	Shares	Sole	2026-01-26
2025-09-30	$9,138,671	189,089	+2.9%	Shares	Sole	2025-10-15
2025-06-30	$8,311,112	183,671	+10.4%	Shares	Sole	2025-07-25
2025-03-31	$7,023,845	166,363	-1.9%	Shares	Sole	2025-05-01
2024-12-31	$8,111,298	169,586	+9.3%	Shares	Sole	2025-02-04
2024-09-30	$7,096,838	155,190	-2.4%	Shares	Sole	2024-10-08
2024-06-30	$6,314,245	159,049	+8.6%	Shares	Sole	2024-07-10
2024-03-31	$6,547,611	146,479	-2.9%	Shares	Sole	2024-04-05
2023-12-31	$6,528,874	150,852	+34.9%	Shares	Sole	2024-02-01
2023-09-30	$3,695,612	111,785	+116.4%	Shares	Sole	2023-10-11
2023-06-30	$1,706,516	51,650	+4.2%	Shares	Sole	2023-08-03
2023-03-31	$1,787,322	49,579	+26.7%	Shares	Sole	2023-05-01
2022-12-31	$1,706,546	39,132	-39.9%	Shares	Sole	2023-02-01
2022-09-30	$2,624,832	65,100	-1.9%	Shares	Sole	2022-10-27
2022-06-30	$3,055,037	66,385	-88.9%	Shares	Sole	2022-07-28
2022-03-31	$31,770,784	597,757	+0.2%	Shares	Sole	2022-04-21
2021-12-31	$33,492,429	596,269	-2.0%	Shares	Sole	2022-01-31
2021-06-30	$34,651,090	608,234	0.0%	Shares	Sole	2021-09-15
2021-03-31	$33,641,422	608,234	0.0%	Shares	Sole	2021-09-15
2020-12-31	$28,337,622	608,234	0.0%	Shares	Sole	2021-09-15
2020-09-30	$21,805,188	608,234	0.0%	Shares	Sole	2021-09-15
2020-06-30	$22,395,175	608,234	0.0%	Shares	Sole	2021-09-15
2020-03-31	$20,953,661	608,234	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.