Capital Advisors Wealth Management, LLC

Position in USB — US Bancorp De

CIK 1824700 YAKIMA, WA

Position in USB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$842,338

+$69,106 QoQ

Shares Held

13,946

-6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,026

of 2,047 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $6,104,681 across 3 Banks - Regional names. USB ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COLB	Columbia Banking System, Inc.	153,275	$4,912,463
2	USB	US Bancorp De This page	13,946	$842,338
3	CCB	Coastal Financial Corp	4,514	$349,880

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$842,338	13,946	-6.2%	Shares	Sole	2026-07-23
2026-03-31	$773,232	14,867	-11.4%	Shares	Sole	2026-04-08
2025-12-31	$895,060	16,774	-1.0%	Shares	Sole	2026-01-21
2025-09-30	$818,951	16,945	-5.8%	Shares	Sole	2025-10-16
2025-06-30	$814,273	17,995	-24.5%	Shares	Sole	2025-08-13
2025-03-31	$1,005,891	23,825	-12.1%	Shares	Sole	2025-04-25
2024-12-31	$1,296,288	27,102	+2.5%	Shares	Sole	2025-01-15
2024-09-30	$1,209,421	26,447	-3.5%	Shares	Sole	2024-10-15
2024-06-30	$1,088,057	27,407	-5.9%	Shares	Sole	2024-07-16
2024-03-31	$1,301,217	29,110	+7.1%	Shares	Sole	2024-04-12
2023-12-31	$1,176,610	27,186	+3.2%	Shares	Sole	2024-01-09
2023-09-30	$870,932	26,344	-11.1%	Shares	Sole	2023-10-11
2023-06-30	$978,876	29,627	+63.7%	Shares	Sole	2023-07-12
2023-03-31	$652,288	18,094	+18.0%	Shares	Sole	2023-04-14
2022-12-31	$668,628	15,332	+33.9%	Shares	Sole	2023-02-10
2022-09-30	$461,744	11,452	+149.6%	Shares	Sole	2022-11-14
2021-09-30	$272,710	4,588	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$260,409	4,571	+5.7%	Shares	Sole	2021-08-13
2021-03-31	$239,105	4,323	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.