Alvarez & Marsal Private Wealth Partners, LLC
Position in USB — US Bancorp De
CIK 2109121
WEST PALM BEACH, FL
Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$784,414
+$120,351 QoQ
Shares Held
12,987
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,054
of 2,047 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $784,414 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
|
12,987 | $784,414 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,414 | 12,987 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $664,063 | 12,768 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,920 | 36 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||