Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,388,535
+$153,246 QoQ
Shares Held
22,989
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#857
of 2,047 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, 2026AVISO WEALTH MANAGEMENT holds $1,388,535 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
|
22,989 | $1,388,535 |
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,388,535 | 22,989 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,235,289 | 23,751 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,304,438 | 24,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,456,472 | 30,136 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,461,032 | 32,288 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,458,489 | 34,545 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,799,795 | 37,629 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,741,764 | 38,088 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,511,498 | 38,073 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,785,362 | 39,941 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,674,156 | 38,682 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||