Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$733,376
+$133,961 QoQ
Shares Held
12,142
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,074
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, 2026MBM WEALTH CONSULTANTS, LLC holds $1,595,991 across 2 Banks - Regional names. USB ranks #2 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
64,567 | $862,615 | |
| 2 | USB |
US Bancorp De
This page
|
12,142 | $733,376 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,376 | 12,142 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $599,415 | 11,525 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $580,556 | 10,880 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $493,110 | 10,203 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $453,857 | 10,030 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $387,621 | 9,181 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $389,049 | 8,134 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $353,355 | 7,727 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $304,221 | 7,663 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $337,976 | 7,561 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $328,148 | 7,582 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $255,851 | 7,739 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $305,190 | 9,237 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $328 | 7,710 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $336,233 | 7,710 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $180,794 | 4,484 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $206,353 | 4,484 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $238,324 | 4,484 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $280,793 | 4,999 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $526,281 | 8,854 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $504,412 | 8,854 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $489,714 | 8,854 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $422,757 | 9,074 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $309,636 | 8,637 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $318,014 | 8,637 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $297,544 | 8,637 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||