Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$302,000
+$41,950 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,478
of 2,047 holders
Holding Since
Jun 2024
9 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, 2026Core Wealth Partners LLC holds $302,000 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
|
5,000 | $302,000 |
All Filings in USB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,000 | 5,000 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $260,050 | 5,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $266,800 | 5,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $241,650 | 5,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $362,000 | 8,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $337,760 | 8,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $382,640 | 8,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $365,840 | 8,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $307,675 | 7,750 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||