Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$160,271
New position
Shares Held
156,053
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,732
of 2,044 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Serenus Wealth Advisors, LLC holds $160,271 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
|
156,053 | $160,271 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,271 | 156,053 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||