Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$266,364
+$37,104 QoQ
Shares Held
4,410
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#1,559
of 2,047 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wheelhouse Advisory Group LLC holds $266,364 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
|
4,410 | $266,364 |
All Filings in USB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,364 | 4,410 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $229,260 | 4,408 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $237,131 | 4,444 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $212,796 | 4,403 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||