Position in USB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303,328
+$42,602 QoQ
Shares Held
5,022
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,476
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, 2026Birchwood Financial Partners, Inc. holds $305,010 across 2 Banks - Regional names. USB ranks #1 (99.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,022 | $303,328 | |
| 2 | KEY |
Keycorp /New/
|
73 | $1,682 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,328 | 5,022 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $260,726 | 5,013 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $266,800 | 5,000 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||