Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,621,808
-$560,676 QoQ
Shares Held
76,520
-23.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
#524
of 2,052 holders
Holding Since
Sep 2025
4 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, 2026ARQ WEALTH ADVISORS, LLC holds $4,621,808 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
|
76,520 | $4,621,808 |
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,621,808 | 76,520 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,182,484 | 99,644 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $724,895 | 13,585 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $736,307 | 15,235 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||