Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,699,656
+$241,244 QoQ
Shares Held
28,140
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#783
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, 2026Wood Tarver Financial Group, LLC holds $2,089,193 across 2 Banks - Regional names. USB ranks #1 (81.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
28,140 | $1,699,656 | |
| 2 | BANR |
Banner Corp
|
5,863 | $389,537 |
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,656 | 28,140 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,458,412 | 28,041 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,494,933 | 28,016 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,350,726 | 27,948 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,274,059 | 28,156 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,188,746 | 28,156 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,358,611 | 28,405 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||