Occidental Asset Management, LLC

Position in USB — US Bancorp De

CIK 1770994 Burlingame, CA

Position in USB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$240,029

+$32,822 QoQ

Shares Held

3,974

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,622

of 2,052 holders

Holding Since

Jun 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Occidental Asset Management, LLC holds $1,260,736 across 4 Banks - Regional names. USB ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	2,439	$580,506
2	USB	US Bancorp De This page	3,974	$240,029
3	FSBC	Five Star Bancorp	4,721	$229,865
4	HTB	HomeTrust Bancshares, Inc.	4,216	$210,336

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,029	3,974	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$207,207	3,984	+4.2%	Shares	Sole	2026-04-16
2025-12-31	$204,102	3,825	-95.1%	Shares	Sole	2026-01-08
2024-06-30	$3,125,461	78,727	+6.8%	Shares	Sole	2024-07-15
2024-03-31	$3,293,853	73,688	+11.7%	Shares	Sole	2024-04-16
2023-12-31	$2,855,657	65,981	+10.7%	Shares	Sole	2024-01-19
2023-09-30	$1,970,706	59,610	+37.3%	Shares	Sole	2023-10-18
2023-06-30	$1,434,332	43,412	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.