Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$659,386
+$91,593 QoQ
Shares Held
10,917
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,120
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, 2026Forza Wealth Management, LLC holds $659,386 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
|
10,917 | $659,386 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,386 | 10,917 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $567,793 | 10,917 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $582,531 | 10,917 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $527,618 | 10,917 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $489,378 | 10,815 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $396,445 | 9,390 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $449,123 | 9,390 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $447,696 | 9,790 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $388,663 | 9,790 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $455,493 | 10,190 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $441,023 | 10,190 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $336,054 | 10,165 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $365,587 | 11,065 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $440,711 | 12,225 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $629,074 | 14,425 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||