Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$294,691
+$56,954 QoQ
Shares Held
4,879
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,497
of 2,047 holders
Holding Since
Dec 2025
3 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, 2026COFG Advisors, LLC holds $928,088 across 2 Banks - Regional names. USB ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
3,941 | $633,397 | |
| 2 | USB |
US Bancorp De
This page
|
4,879 | $294,691 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,691 | 4,879 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $237,737 | 4,571 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $242,894 | 4,552 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||