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Summit Financial Wealth Advisors, LLC → USB
Summit Financial Wealth Advisors, LLC USB Position History
U.S. Bancorp • Financial Services
Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$6.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.6M |
| Q1 2026 | $5.4M |
| Q2 2026 | $6.3M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 98.5K | — | — |
| Q2 2026 | $6.3M | 103.5K | — | — |
| Q1 2026 | $5.4M | 102.9K | — | — |
| Q4 2025 | $5.6M | 105.0K | — | — |
Other funds holding USB
$6.2B
$6.1B
$5.6B
$4.5B
$4.5B
$3.8B
$3.6B