Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$424,914
+$59,076 QoQ
Shares Held
7,035
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,315
of 2,047 holders
Holding Since
Dec 2024
7 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, 2026Nvest Financial, LLC holds $424,914 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
|
7,035 | $424,914 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,914 | 7,035 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $365,838 | 7,034 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $375,334 | 7,034 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $339,953 | 7,034 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $318,288 | 7,034 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $296,975 | 7,034 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $336,436 | 7,034 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||