Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$983,916
+$72,597 QoQ
Shares Held
16,290
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#971
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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $1,881,833 across 2 Banks - Regional names. USB ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
16,290 | $983,916 | |
| 2 | FITB |
Fifth Third Bancorp
|
15,929 | $897,917 |
All Filings in USB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,916 | 16,290 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $911,319 | 17,522 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||