Position in USB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$234,956
New position
Shares Held
3,890
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,628
of 2,047 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Petersen Hastings Wealth Advisors Inc. holds $234,956 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
|
3,890 | $234,956 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,956 | 3,890 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||