Position in USB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$426,363
+$60,369 QoQ
Shares Held
7,059
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,313
of 2,047 holders
Holding Since
Dec 2020
23 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, 2026Accel Wealth Management holds $426,363 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
|
7,059 | $426,363 |
All Filings in USB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,363 | 7,059 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $365,994 | 7,037 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $375,440 | 7,036 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $339,083 | 7,016 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $316,614 | 6,997 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $293,555 | 6,953 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $330,648 | 6,913 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,030,940 | 110,014 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,411,424 | 111,119 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,925,671 | 110,194 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,712,932 | 108,894 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,638,219 | 110,049 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,635,060 | 110,020 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $231,008 | 6,408 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $254,595 | 5,838 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $252,443 | 6,261 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $288,131 | 6,261 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $276,220 | 5,197 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $291,746 | 5,194 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $112,579 | 1,894 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $107,787 | 1,892 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $104,425 | 1,888 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $87,822 | 1,885 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||