Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$538,405
+$74,529 QoQ
Shares Held
8,914
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,210
of 2,047 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, 2026Wallace Advisory Group, LLC holds $538,405 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
|
8,914 | $538,405 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,405 | 8,914 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $463,876 | 8,919 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $489,150 | 9,167 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $611,277 | 12,648 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $596,847 | 13,190 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $552,955 | 13,097 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $642,452 | 13,432 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $585,984 | 12,814 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $508,715 | 12,814 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $612,255 | 13,697 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $676,639 | 15,634 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $356,253 | 10,776 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $357,293 | 10,814 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $389,843 | 10,814 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $399,990 | 9,172 | Shares | Sole | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||