Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$333,045
+$93,747 QoQ
Shares Held
5,514
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,433
of 2,052 holders
Holding Since
Dec 2025
3 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, 2026Spectrum Investment Advisors, Inc. holds $333,045 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
|
5,514 | $333,045 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,045 | 5,514 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $239,298 | 4,601 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $201,273 | 3,772 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||