Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$914,878
+$125,939 QoQ
Shares Held
15,147
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,001
of 2,044 holders
Holding Since
Mar 2020
26 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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $1,413,719 across 2 Banks - Regional names. USB ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
15,147 | $914,878 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,026 | $498,841 |
All Filings in USB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,878 | 15,147 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $788,939 | 15,169 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $808,190 | 15,146 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $620,653 | 12,842 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $651,962 | 14,408 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $584,789 | 13,851 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $683,299 | 14,286 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $644,015 | 14,083 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $344,556 | 8,679 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $392,778 | 8,787 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $387,312 | 8,949 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $293,638 | 8,882 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $299,937 | 9,078 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $321,421 | 8,916 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $387,692 | 8,890 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,524,186 | 112,207 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,152,813 | 111,969 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $5,890,242 | 110,823 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,202,740 | 110,428 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,258,021 | 105,283 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $6,053,917 | 106,265 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,813,412 | 105,106 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,896,795 | 105,104 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,749,945 | 104,601 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,851,335 | 104,599 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,603,332 | 104,596 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||