CWS Financial Advisors, LLC

Position in USB — US Bancorp De

CIK 1802459 KALAMAZOO, MI

Position in USB

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$273,430

+$31,763 QoQ

Shares Held

4,527

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,542

of 2,047 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CWS Financial Advisors, LLC holds $919,018 across 2 Banks - Regional names. USB ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CIVB	Civista Bancshares, Inc.	22,877	$645,588
2	USB	US Bancorp De This page	4,527	$273,430

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,430	4,527	-0.0%	Shares	Sole	2026-07-30
2025-12-31	$241,667	4,529	-37.4%	Shares	Sole	2026-02-06
2023-12-31	$313,087	7,234	-23.6%	Shares	Sole	2024-02-08
2023-09-30	$313,111	9,471	-2.7%	Shares	Sole	2023-11-14
2023-06-30	$321,677	9,736	-6.1%	Shares	Sole	2023-08-14
2023-03-31	$373,838	10,370	-9.7%	Shares	Sole	2023-05-09
2022-12-31	$500,904	11,486	+8.4%	Shares	Sole	2023-02-10
2022-09-30	$427,150	10,594	+0.9%	Shares	Sole	2022-11-09
2022-06-30	$483,210	10,500	-9.5%	Shares	Sole	2022-08-08
2022-03-31	$616,380	11,597	0.0%	Shares	Sole	2022-05-03
2021-12-31	$651,403	11,597	+1.0%	Shares	Sole	2022-02-15
2021-06-30	$654,357	11,486	0.0%	Shares	Sole	2021-08-06
2021-03-31	$635,290	11,486	+8.1%	Shares	Sole	2021-05-13
2020-12-31	$495,158	10,628	-10.2%	Shares	Sole	2021-02-12
2020-09-30	$424,069	11,829	0.0%	Shares	Sole	2020-11-10
2020-06-30	$435,543	11,829	+12.4%	Shares	Sole	2020-08-11
2020-03-31	$362,551	10,524	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.