Stiles Financial Services Inc

Position in USB — US Bancorp De

CIK 1904832 EDINA, MN

Position in USB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,439,875

+$201,517 QoQ

Shares Held

23,839

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#846

of 2,047 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stiles Financial Services Inc holds $1,439,875 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	23,839	$1,439,875

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,439,875	23,839	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$1,238,358	23,810	-5.7%	Shares	Sole	2026-04-30
2025-12-31	$1,347,073	25,245	-3.1%	Shares	Sole	2026-02-03
2025-09-30	$1,259,431	26,059	-5.3%	Shares	Sole	2025-10-30
2025-06-30	$1,244,691	27,507	-0.8%	Shares	Sole	2025-07-24
2025-03-31	$1,170,507	27,724	-5.2%	Shares	Sole	2025-04-22
2024-12-31	$1,398,453	29,238	-4.8%	Shares	Sole	2025-01-28
2024-09-30	$1,404,093	30,704	-13.3%	Shares	Sole	2024-10-31
2024-06-30	$1,406,094	35,418	-11.5%	Shares	Sole	2024-08-01
2024-03-31	$1,788,000	40,000	-4.6%	Shares	Sole	2024-04-30
2023-12-31	$1,814,730	41,930	-6.6%	Shares	Sole	2024-01-26
2023-09-30	$1,484,625	44,907	-9.2%	Shares	Sole	2023-11-08
2023-06-30	$1,633,233	49,432	-3.6%	Shares	Sole	2023-07-21
2023-03-31	$1,849,473	51,303	+3.6%	Shares	Sole	2023-05-11
2022-12-31	$2,159,828	49,526	-2.6%	Shares	Sole	2023-01-27
2022-09-30	$2,050,191	50,848	+2.2%	Shares	Sole	2022-11-02
2022-06-30	$2,290,369	49,769	-0.8%	Shares	Sole	2022-07-26
2022-03-31	$2,667,439	50,187	+2.9%	Shares	Sole	2022-05-06
2021-12-31	$2,739,579	48,773	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.