Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$262,256
-$17,764 QoQ
Shares Held
4,342
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,570
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, 2026AGH Wealth Advisors, LLC holds $262,256 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
|
4,342 | $262,256 |
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,256 | 4,342 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $280,020 | 5,384 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $245,295 | 4,597 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $253,249 | 5,240 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $284,350 | 6,284 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $463,448 | 10,977 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $522,111 | 10,916 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||