Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$449,859
+$62,489 QoQ
Shares Held
7,448
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,289
of 2,044 holders
Holding Since
Mar 2020
25 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $449,859 across 2 Banks - Regional names. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
7,448 | $449,859 | |
| 2 | HTBK |
HERITAGE COMMERCE CORP
|
11,407 | $0 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,859 | 7,448 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $387,370 | 7,448 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $469,194 | 8,793 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $373,155 | 7,721 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $348,515 | 7,702 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $333,031 | 7,888 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $407,033 | 8,510 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $385,183 | 8,423 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $338,561 | 8,528 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $371,144 | 8,303 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $364,331 | 8,418 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $277,141 | 8,383 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $259,760 | 7,862 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $285,840 | 7,929 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $231,396 | 5,739 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $243,859 | 5,299 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $285,521 | 5,372 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $308,317 | 5,489 | Principal | Sole | 2022-02-15 | |
| 2021-09-30 | $406,509 | 6,839 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $287,584 | 5,048 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $232,855 | 4,210 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $196,143 | 4,210 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $110,310 | 3,077 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $113,000 | 3,069 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $107,449 | 3,119 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||