Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$269,867
+$22,560 QoQ
Shares Held
4,468
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,553
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, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $269,867 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
|
4,468 | $269,867 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,867 | 4,468 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $247,307 | 4,755 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $272,082 | 5,099 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $262,673 | 5,435 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $331,818 | 7,333 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $229,001 | 5,424 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $267,226 | 5,587 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||