CM WEALTH ADVISORS LLC

Position in USB — US Bancorp De

CIK 1764581 BEACHWOOD, OH

Position in USB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$336,246

New position

Shares Held

5,567

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,426

of 2,047 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $2,227,267 across 4 Banks - Regional names. USB ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MYFW	First Western Financial Inc	26,002	$834,924
2	KEY	Keycorp /New/	31,324	$722,018
3	USB	US Bancorp De This page	5,567	$336,246
4	MVBF	Mvb Financial Corp	11,516	$334,079

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,246	5,567	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.