Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$451,067
+$66,298 QoQ
Shares Held
7,468
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.09%
of 13F equity value
Holder Rank
#1,286
of 2,044 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Axiom Financial Strategies, LLC holds $451,067 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
|
7,468 | $451,067 |
All Filings in USB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,067 | 7,468 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $384,769 | 7,398 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $321,067 | 6,017 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $289,303 | 5,986 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $240,503 | 5,315 | Shares | Sole | 2025-07-30 | |
| 2022-09-30 | $272,643 | 6,762 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $261,439 | 5,681 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $338,884 | 6,376 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $362,352 | 6,451 | Shares | Sole | 2022-06-15 | |
| 2021-09-30 | $343,860 | 5,785 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $353,100 | 6,198 | Shares | Sole | 2022-06-15 | |
| 2021-03-31 | $340,875 | 6,163 | Shares | Sole | 2022-06-15 | |
| 2020-12-31 | $294,541 | 6,322 | Shares | Sole | 2022-06-15 | |
| 2020-09-30 | $226,643 | 6,322 | Shares | Sole | 2022-06-15 | |
| 2020-06-30 | $209,211 | 5,682 | Shares | Sole | 2022-06-15 | |
| No filing history on record for this holder in this stock. | ||||||