Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$487,186
+$67,674 QoQ
Shares Held
8,066
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,247
of 2,047 holders
Holding Since
Jun 2024
5 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, 2026SWS Partners holds $487,186 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
8,066 | $487,186 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,186 | 8,066 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $419,512 | 8,066 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $430,401 | 8,066 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $389,829 | 8,066 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $5,399 | 136 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||