Position in USB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$808,756
+$112,603 QoQ
Shares Held
13,390
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#1,044
of 2,047 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wolff Financial Management LLC holds $1,434,495 across 2 Banks - Regional names. USB ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
13,390 | $808,756 | |
| 2 | TFC |
Truist Financial Corp
|
12,560 | $625,739 |
All Filings in USB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,756 | 13,390 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $696,153 | 13,385 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $713,956 | 13,380 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $646,413 | 13,375 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $606,214 | 13,397 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $564,228 | 13,364 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $638,960 | 13,359 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $610,678 | 13,354 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $596,432 | 13,343 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $577,268 | 13,338 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $440,722 | 13,331 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $480,149 | 13,319 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $398,639 | 9,141 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $368,363 | 9,136 | Shares | Sole | 2022-10-31 | |
| No filing history on record for this holder in this stock. | ||||||