Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$462,543
+$64,251 QoQ
Shares Held
7,658
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#1,274
of 2,044 holders
Holding Since
Mar 2024
10 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, 2026Dodds Wealth, LLC holds $886,780 across 2 Banks - Regional names. USB ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
7,658 | $462,543 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,723 | $424,237 |
All Filings in USB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,543 | 7,658 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $398,292 | 7,658 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $408,630 | 7,658 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $370,111 | 7,658 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $346,524 | 7,658 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $329,949 | 7,815 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $373,791 | 7,815 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $357,379 | 7,815 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $310,255 | 7,815 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $349,330 | 7,815 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||