Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$271,256
+$37,680 QoQ
Shares Held
4,491
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#1,551
of 2,047 holders
Holding Since
Dec 2024
6 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, 2026Portland Financial Advisors Inc holds $271,256 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
|
4,491 | $271,256 |
All Filings in USB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,256 | 4,491 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $233,576 | 4,491 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $239,639 | 4,491 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $217,050 | 4,491 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $203,217 | 4,491 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $213,895 | 4,472 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||