Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$245,103
+$6,430 QoQ
Shares Held
4,058
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,606
of 2,044 holders
Holding Since
Dec 2022
15 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, 2026Alliance Wealth Advisors, LLC /UT holds $666,958 across 2 Banks - Regional names. USB ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
2,955 | $421,855 | |
| 2 | USB |
US Bancorp De
This page
|
4,058 | $245,103 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,103 | 4,058 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $238,673 | 4,589 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $355,537 | 6,663 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $441,784 | 9,141 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $405,711 | 8,966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $365,582 | 8,659 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $388,188 | 8,116 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $425,700 | 9,309 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $334,274 | 8,420 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $416,738 | 9,323 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $517,672 | 11,961 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $452,095 | 13,675 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $351,677 | 10,644 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $624,638 | 17,327 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $637,403 | 14,616 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||