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Cypress Wealth Services, LLC

Position in USB — US Bancorp De

CIK 1721527 PALM DESERT, CA

Position in USB

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$601,221
+$50,280 QoQ
Shares Held
9,954
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#412
of 827 holders
Holding Since
Dec 2025
3 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, 2026

Cypress Wealth Services, LLC holds $3,586,308 across 5 Banks - Regional names. USB ranks #3 (16.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 USB
US Bancorp De
This page
9,954 $601,221

All Filings in USB

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $601,221 9,954
2026-03-31 $550,941 10,593
2025-12-31 $817,155 15,314