Position in USB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$789,246
+$76,657 QoQ
Shares Held
13,067
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,051
of 2,047 holders
Holding Since
Dec 2024
7 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, 2026Brady Martz Wealth Solutions, LLC holds $1,380,017 across 2 Banks - Regional names. USB ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
13,067 | $789,246 | |
| 2 | WAL |
Western Alliance Bancorporation
|
7,187 | $590,771 |
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,246 | 13,067 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $712,589 | 13,701 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,392,215 | 26,091 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,294,180 | 26,778 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,234,374 | 27,279 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,152,606 | 27,300 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,309,872 | 27,386 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||