Robertson Stephens Wealth Management, LLC
Position in USB — US Bancorp De
CIK 1767307
San Francisco, CA
Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$702,210
+$93,485 QoQ
Shares Held
11,626
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,099
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, 2026Robertson Stephens Wealth Management, LLC holds $5,344,586 across 9 Banks - Regional names. USB ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVBF |
Cvb Financial Corp
|
62,964 | $1,419,838 | |
| 2 | BCAL |
California BanCorp \ CA
|
53,579 | $1,116,586 | |
| 3 | BFST |
Business First Bancshares, Inc.
|
25,486 | $783,184 | |
| 4 | USB |
US Bancorp De
This page
|
11,626 | $702,210 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,680 | $413,649 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
9,293 | $297,840 | |
| 7 | BBT |
Beacon Financial Corp
|
9,460 | $288,057 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,210 | $237,317 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,210 | 11,626 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $608,725 | 11,704 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $625,485 | 11,722 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $640,227 | 13,247 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $926,312 | 20,471 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $864,834 | 20,484 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,172,743 | 24,519 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,113,159 | 24,342 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $977,334 | 24,618 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,051,791 | 23,530 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,019,027 | 23,545 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $839,790 | 25,402 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $838,753 | 25,386 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $989,572 | 27,450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,153,310 | 26,446 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,293,505 | 32,081 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,574,758 | 34,219 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,818,739 | 34,219 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,902,028 | 33,862 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,015,194 | 33,903 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,033,885 | 35,701 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,666,711 | 30,134 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,393,227 | 29,904 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,063,526 | 29,666 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,125,734 | 30,574 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,863,056 | 54,080 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||