TRUE Private Wealth Advisors

Position in USB — US Bancorp De

CIK 1667074 Salem, OR

Position in USB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,645,001

+$649,645 QoQ

Shares Held

76,904

+0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.63%

of 13F equity value

Holder Rank

#521

of 2,047 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TRUE Private Wealth Advisors holds $6,416,990 across 3 Banks - Regional names. USB ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	76,904	$4,645,001
2	KEY	Keycorp /New/	60,171	$1,386,941
3	COLB	Columbia Banking System, Inc.	12,014	$385,048

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,645,001	76,904	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$3,995,356	76,819	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$4,105,251	76,935	-0.8%	Shares	Sole	2026-02-13
2025-09-30	$3,747,266	77,535	+1.2%	Shares	Sole	2025-11-14
2025-06-30	$3,467,552	76,631	+3.0%	Shares	Sole	2025-08-11
2025-03-31	$3,141,294	74,403	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$3,598,824	75,242	-2.1%	Shares	Sole	2025-02-13
2024-09-30	$3,513,710	76,836	-4.7%	Shares	Sole	2024-11-14
2024-06-30	$3,201,328	80,638	-2.4%	Shares	Sole	2024-07-16
2024-03-31	$3,694,723	82,656	+2.2%	Shares	Sole	2024-04-25
2023-12-31	$3,499,967	80,868	-0.3%	Shares	Sole	2024-01-30
2023-09-30	$2,682,653	81,145	+2.1%	Shares	Sole	2023-11-13
2023-06-30	$2,626,878	79,506	+23.6%	Shares	Sole	2023-08-11
2023-03-31	$2,318,736	64,320	+20.1%	Shares	Sole	2023-05-11
2022-12-31	$2,335,926	53,564	-2.5%	Shares	Sole	2023-02-14
2022-09-30	$2,214,092	54,913	+1.1%	Shares	Sole	2022-11-04
2022-06-30	$2,498,655	54,295	+0.1%	Shares	Sole	2022-07-28
2022-03-31	$2,883,174	54,246	-0.4%	Shares	Sole	2022-05-09
2021-12-31	$3,059,355	54,466	+0.7%	Shares	Sole	2022-02-11
2021-09-30	$3,216,060	54,106	+0.3%	Shares	Sole	2021-11-05
2021-06-30	$3,073,132	53,943	-1.3%	Shares	Sole	2021-08-10
2021-03-31	$3,021,585	54,630	+13.3%	Shares	Sole	2021-05-12
2020-12-31	$2,246,989	48,229	-0.5%	Shares	Sole	2021-01-11
2020-09-30	$1,737,183	48,457	-4.8%	Shares	Sole	2020-10-09
2020-06-30	$1,874,506	50,910	-0.4%	Shares	Sole	2020-07-07
2020-03-31	$1,760,188	51,094	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.