Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$252,351
+$35,522 QoQ
Shares Held
4,178
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,595
of 2,052 holders
Holding Since
Dec 2020
4 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, 2026Safeguard Investment Advisory Group, LLC holds $470,666 across 2 Banks - Regional names. USB ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
4,178 | $252,351 | |
| 2 | RF |
Regions Financial Corp
|
7,229 | $218,315 |
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,351 | 4,178 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $216,829 | 4,169 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $209,438 | 3,925 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $48,826 | 1,048 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||