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Oakmont Advisory Group, LLC

Position in USB — US Bancorp De

CIK 2115370 ALBUQUERQUE, NM

Position in USB

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$10,026
-$330,357 QoQ
Shares Held
166
-97.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,969
of 2,047 holders
Holding Since
Dec 2025
2 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, 2026

Oakmont Advisory Group, LLC holds $17,136 across 4 Banks - Regional names. USB ranks #1 (58.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
This page
166 $10,026

All Filings in USB

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,026 166
2025-12-31 $340,383 6,379