Position in USB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$545,230
+$78,753 QoQ
Shares Held
9,027
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#1,209
of 2,052 holders
Holding Since
Dec 2023
11 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, 2026HRC WEALTH MANAGEMENT, LLC holds $545,230 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
|
9,027 | $545,230 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,230 | 9,027 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $466,477 | 8,969 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $475,437 | 8,910 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $427,623 | 8,848 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $397,430 | 8,783 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $367,567 | 8,706 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $413,633 | 8,648 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $392,820 | 8,590 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $338,363 | 8,523 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $383,347 | 8,576 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $371,082 | 8,574 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||