Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$404,317
+$56,163 QoQ
Shares Held
6,694
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.15%
of 13F equity value
Holder Rank
#1,340
of 2,047 holders
Holding Since
Dec 2024
7 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, 2026Bestgate Wealth Advisors, LLC holds $404,317 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
|
6,694 | $404,317 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,317 | 6,694 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $348,154 | 6,694 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $365,622 | 6,852 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $378,810 | 7,838 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $363,402 | 8,031 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $339,068 | 8,031 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $372,021 | 7,778 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||