Position in USB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$253,136
+$35,163 QoQ
Shares Held
4,191
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,591
of 2,052 holders
Holding Since
Dec 2025
3 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, 2026Bernicke Wealth Management, Ltd. holds $253,136 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
|
4,191 | $253,136 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,136 | 4,191 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $217,973 | 4,191 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $239,639 | 4,491 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||