Position in USB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$345,790
+$45,693 QoQ
Shares Held
5,725
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,415
of 2,047 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Boltwood Capital Management holds $560,514 across 2 Banks - Regional names. USB ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,725 | $345,790 | |
| 2 | TFC |
Truist Financial Corp
|
4,310 | $214,724 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,790 | 5,725 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $300,097 | 5,770 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $311,889 | 5,845 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $287,321 | 5,945 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $267,201 | 5,905 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $274,007 | 6,490 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $314,482 | 6,575 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $300,674 | 6,575 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $276,907 | 6,975 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $329,662 | 7,375 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $328,928 | 7,600 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $259,521 | 7,850 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $274,232 | 8,300 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $298,602 | 8,283 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $367,763 | 8,433 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $352,114 | 8,733 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $412,707 | 8,968 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,222,450 | 23,000 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,291,910 | 23,000 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,379,008 | 23,200 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,321,704 | 23,200 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,283,192 | 23,200 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,080,888 | 23,200 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $831,720 | 23,200 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $854,224 | 23,200 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $799,240 | 23,200 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||