West Financial Advisors, LLC

Position in USB — US Bancorp De

CIK 1843684 DES MOINES, IA

Position in USB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$224,990

+$31,253 QoQ

Shares Held

3,725

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,653

of 2,044 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

West Financial Advisors, LLC holds $305,537 across 5 Banks - Regional names. USB ranks #1 (73.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	3,725	$224,990
2	PNC	Pnc Financial Services Group, Inc.	174	$42,842
3	ATLO	Ames National Corp	804	$23,806
4	STBA	S&T Bancorp Inc	262	$12,858
5	BBD	Bank Bradesco	300	$1,041

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,990	3,725	0.0%	Shares	Sole	2026-07-08
2026-03-31	$193,737	3,725	-3.1%	Shares	Sole	2026-04-08
2025-12-31	$205,062	3,843	+3.2%	Shares	Sole	2026-01-13
2025-09-30	$180,029	3,725	0.0%	Shares	Sole	2025-10-14
2025-06-30	$168,556	3,725	0.0%	Shares	Sole	2025-07-21
2025-03-31	$157,269	3,725	-14.0%	Shares	Sole	2025-04-09
2024-12-31	$207,056	4,329	+2825.0%	Shares	Sole	2025-01-14
2022-03-31	$7,866	148	+37.0%	Shares	Sole	2022-04-18
2021-12-31	$6,066	108	—	Shares	Other	2022-01-19
No filing history on record for this holder in this stock.