TCI Wealth Advisors, Inc.

Position in USB — US Bancorp De

CIK 1583751 Tucson, AZ

Position in USB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$328,032

+$22,422 QoQ

Shares Held

5,431

-7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,437

of 2,047 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $1,377,616 across 3 Banks - Regional names. USB ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZION	Zions Bancorporation, National Association /Ut/	11,654	$806,340
2	USB	US Bancorp De This page	5,431	$328,032
3	WBS	Webster Financial Corp	3,183	$243,244

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,032	5,431	-7.6%	Shares	Sole	2026-07-29
2026-03-31	$305,610	5,876	+2.0%	Shares	Sole	2026-04-27
2025-12-31	$307,406	5,761	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$277,994	5,752	+0.2%	Shares	Sole	2025-10-14
2025-06-30	$259,689	5,739	-13.5%	Shares	Sole	2025-07-16
2025-03-31	$280,171	6,636	+13.5%	Shares	Sole	2025-04-21
2024-12-31	$279,566	5,845	+16.6%	Shares	Sole	2025-01-23
2024-09-30	$229,244	5,013	+2.0%	Shares	Sole	2024-10-24
2024-03-31	$219,655	4,914	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$211,639	4,890	-0.6%	Shares	Sole	2024-02-06
2023-03-31	$177,402	4,921	+10.7%	Shares	Sole	2023-05-03
2022-12-31	$193,933	4,447	-4.6%	Shares	Sole	2023-02-07
2022-09-30	$188,012	4,663	-0.3%	Shares	Sole	2022-11-08
2022-06-30	$215,189	4,676	+9.3%	Shares	Sole	2022-07-19
2022-03-31	$227,322	4,277	-0.3%	Shares	Sole	2022-04-29
2021-12-31	$240,969	4,290	0.0%	Shares	Sole	2022-01-24
2021-09-30	$254,997	4,290	+3.4%	Shares	Sole	2021-10-29
2021-06-30	$236,425	4,150	+1.2%	Shares	Sole	2021-08-02
2021-03-31	$226,826	4,101	+5.4%	Shares	Sole	2021-04-29
2020-12-31	$181,281	3,891	-43.9%	Shares	Sole	2021-01-21
2020-09-30	$248,512	6,932	-1.5%	Shares	Sole	2020-10-20
2020-06-30	$259,028	7,035	+1.0%	Shares	Sole	2020-07-20
2020-03-31	$239,840	6,962	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.