Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$290,463
+$40,347 QoQ
Shares Held
4,809
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,516
of 2,052 holders
Holding Since
Dec 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, 2026ENCOMPASS WEALTH ADVISORS, LLC holds $502,794 across 2 Banks - Regional names. USB ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
4,809 | $290,463 | |
| 2 | COLB |
Columbia Banking System, Inc.
|
6,625 | $212,331 |
All Filings in USB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,463 | 4,809 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $250,116 | 4,809 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $268,720 | 5,036 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $243,389 | 5,036 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $227,879 | 5,036 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $212,071 | 5,023 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $246,228 | 5,148 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $214,290 | 4,686 | Shares | Sole | 2024-11-05 | |
| 2022-06-30 | $202,718 | 4,405 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $242,523 | 4,563 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $258,213 | 4,597 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $285,846 | 4,809 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $293,566 | 5,153 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $285,012 | 5,153 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $230,853 | 4,955 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||