Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$247,096
+$34,480 QoQ
Shares Held
4,091
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#612
of 827 holders
Holding Since
Dec 2021
5 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, 2026BetterWealth, LLC holds $527,322 across 2 Banks - Regional names. USB ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVBH |
Avidbank Holdings, Inc.
|
8,484 | $280,226 | |
| 2 | USB |
US Bancorp De
This page
|
4,091 | $247,096 |
All Filings in USB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,096 | 4,091 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $212,616 | 4,088 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $218,135 | 4,088 | Shares | Sole | 2026-01-15 | |
| 2022-03-31 | $216,373 | 4,071 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $228,668 | 4,071 | Shares | Sole | 2022-03-03 | |
| No filing history on record for this holder in this stock. | ||||||