SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in USB — US Bancorp De
CIK 1794153
MINNEAPOLIS, MN
Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$247,156
+$34,332 QoQ
Shares Held
4,092
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,605
of 2,047 holders
Holding Since
Dec 2020
6 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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $247,156 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
4,092 | $247,156 |
All Filings in USB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,156 | 4,092 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $212,824 | 4,092 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $218,349 | 4,092 | Shares | Sole | 2026-02-09 | |
| 2024-03-31 | $204,547 | 4,576 | Shares | Sole | 2024-05-03 | |
| 2021-03-31 | $258,353 | 4,671 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $217,621 | 4,671 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||