Position in USB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$457,348
+$50,526 QoQ
Shares Held
7,572
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,281
of 2,047 holders
Holding Since
Mar 2026
2 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, 2026Orographic Financial Advisors, LLC holds $676,755 across 2 Banks - Regional names. USB ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
7,572 | $457,348 | |
| 2 | TFC |
Truist Financial Corp
|
4,404 | $219,407 |
All Filings in USB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,348 | 7,572 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $406,822 | 7,822 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||