Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,283,681
+$110,700 QoQ
Shares Held
21,253
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#878
of 2,047 holders
Holding Since
Dec 2020
23 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, 2026Cedar Wealth Management, LLC holds $1,631,351 across 2 Banks - Regional names. USB ranks #1 (78.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
21,253 | $1,283,681 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
2,250 | $347,670 |
All Filings in USB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,681 | 21,253 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,172,981 | 22,553 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,523,641 | 28,554 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,542,596 | 31,918 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,471,394 | 32,517 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,369,616 | 32,440 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,551,605 | 32,440 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,483,481 | 32,440 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,287,868 | 32,440 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,444,167 | 32,308 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,357,174 | 31,358 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,020,165 | 30,858 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $871,694 | 26,383 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $901 | 25 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,992 | 275 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,088 | 275 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,655 | 275 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,616 | 275 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $15,446 | 275 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,486 | 25 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,697 | 100 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,531 | 100 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,659 | 100 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||