Position in USB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,022,312
+$151,773 QoQ
Shares Held
33,482
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
15.18%
of 13F equity value
Holder Rank
#728
of 2,047 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wealth Forward, LLC holds $3,585,988 across 2 Banks - Regional names. USB ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
33,482 | $2,022,312 | |
| 2 | ALRS |
Alerus Financial Corp
|
50,279 | $1,563,676 |
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,022,312 | 33,482 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,870,539 | 35,965 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,919,092 | 35,965 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,738,188 | 35,965 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,627,416 | 35,965 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,518,442 | 35,965 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,720,301 | 35,967 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,644,770 | 35,967 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,429,795 | 36,015 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,609,781 | 36,013 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,558,642 | 36,013 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||