Position in USB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$347,481
+$41,091 QoQ
Shares Held
5,753
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,410
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, 2026Great Waters Wealth Management holds $773,638 across 2 Banks - Regional names. USB ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
7,560 | $426,157 | |
| 2 | USB |
US Bancorp De
This page
|
5,753 | $347,481 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,481 | 5,753 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $306,390 | 5,891 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $318,505 | 5,969 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $287,950 | 5,958 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $222,403 | 4,915 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $223,174 | 5,286 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $460,889 | 9,636 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $579,216 | 12,666 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $444,004 | 11,184 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $508,864 | 11,384 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $503,086 | 11,624 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $379,561 | 11,481 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $385,642 | 11,672 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $418,756 | 11,616 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $503,913 | 11,555 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||