Avior Wealth Management, LLC

Position in USB — US Bancorp \De\

CIK 1599868 OMAHA, NE

Position in USB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$565,585

+$63,273 QoQ

Shares Held

9,364

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,190

of 2,052 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $4,135,266 across 9 Banks - Regional names. USB ranks #3 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEY	Keycorp /New/	41,464	$955,745
2	ZION	Zions Bancorporation, National Association /Ut/	12,026	$832,078
3	USB	US Bancorp \De\ This page	9,364	$565,585
4	TFC	Truist Financial Corp	9,569	$476,727
5	ASB	Associated Banc-Corp	14,873	$457,642
6	PNC	Pnc Financial Services Group, Inc.	1,326	$326,487
7			6,333	$249,013
8	LYG	Lloyds Banking Group plc	26,128	$152,326

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$565,585	9,364	-3.0%	Shares	Sole	2026-07-07
2026-03-31	$502,312	9,658	+7.5%	Shares	Sole	2026-04-09
2025-12-31	$479,492	8,986	+16.5%	Shares	Sole	2026-01-06
2025-09-30	$372,624	7,710	-4.0%	Shares	Sole	2025-11-14
2025-06-30	$363,538	8,034	+21.7%	Shares	Sole	2025-07-17
2025-03-31	$278,609	6,599	-26.7%	Shares	Sole	2025-04-21
2024-12-31	$430,326	8,997	-1.1%	Shares	Sole	2025-01-17
2024-09-30	$416,097	9,099	+0.6%	Shares	Sole	2024-11-08
2024-06-30	$359,205	9,048	-16.4%	Shares	Sole	2024-08-13
2024-03-31	$483,519	10,817	+20.9%	Shares	Sole	2024-04-30
2023-12-31	$387,356	8,950	-68.5%	Shares	Sole	2024-01-30
2023-09-30	$939,466	28,417	+0.2%	Shares	Sole	2023-10-17
2023-06-30	$937,311	28,369	+17.2%	Shares	Sole	2023-07-19
2023-03-31	$872,446	24,201	+4.3%	Shares	Sole	2023-05-10
2022-12-31	$1,011,446	23,193	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$934,940	23,188	+0.1%	Shares	Sole	2022-10-26
2022-06-30	$1,065,915	23,162	-0.1%	Shares	Sole	2022-08-10
2022-03-31	$1,232,229	23,184	+9.3%	Shares	Sole	2022-05-13
2021-12-31	$1,191,590	21,214	+20.7%	Shares	Sole	2022-02-14
2021-09-30	$1,044,895	17,579	-4.2%	Shares	Sole	2021-11-02
2021-06-30	$1,044,886	18,341	+25.8%	Shares	Sole	2021-07-27
2021-03-31	$806,585	14,583	-1.7%	Shares	Sole	2021-05-11
2020-12-31	$690,929	14,830	+9.2%	Shares	Sole	2021-02-09
2020-09-30	$486,843	13,580	-16.7%	Shares	Sole	2020-10-20
2020-06-30	$599,981	16,295	+2.6%	Shares	Sole	2020-07-02
2020-03-31	$547,066	15,880	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.