Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,118,064
+$128,678 QoQ
Shares Held
18,511
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#929
of 2,052 holders
Holding Since
Dec 2024
6 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, 2026WINNOW WEALTH LLC holds $1,118,064 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
|
18,511 | $1,118,064 |
All Filings in USB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,064 | 18,511 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $989,386 | 19,023 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,077,818 | 20,199 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,036,823 | 21,453 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $871,420 | 20,640 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $1,482 | 31 | Shares | Sole | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||