Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$681,070
+$94,658 QoQ
Shares Held
11,276
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,109
of 2,047 holders
Holding Since
Mar 2025
6 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, 2026Accretive Wealth Partners, LLC holds $681,070 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
|
11,276 | $681,070 |
All Filings in USB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,070 | 11,276 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $586,412 | 11,275 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $592,296 | 11,100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $536,463 | 11,100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $502,275 | 11,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $468,642 | 11,100 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||