Skip to main content
Livermore
Livermore
ZHEN

BSW Wealth Partners

SEC CIK
0001512601
Latest filing
Jul 15, 2026

USB holding history

US Bancorp DE in every 13F filed by BSW Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
13,465
Value
$813.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by BSW Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,465$813.3K0.1%−584−4.2%ReducedHolders
Q1 202614,049$730.7K0.1%+3,307+30.8%AddedHolders
Q4 202510,742$573.2K0.1%+854+8.6%AddedHolders
Q3 20259,888$477.9K0.1%+2,198+28.6%AddedHolders
Q2 20257,690$348.0K<0.1%+530+7.4%AddedHolders
Q1 20257,160$302.3K<0.1%−241−3.3%ReducedHolders
Q4 20247,401$354.0K0.1%+393+5.6%AddedHolders
Q3 20247,008$320.5K<0.1%−1,997−22.2%ReducedHolders
Q2 20249,005$357.5K0.1%−189−2.1%ReducedHolders
Q1 20249,194$411.0K0.1%+2,202+31.5%AddedHolders
Q4 20236,992$302.6K0.1%−1,039−12.9%ReducedHolders
Q3 20238,031$265.5K0.1%+1,444+21.9%AddedHolders
Q2 20236,587$217.6K<0.1%−478−6.8%ReducedHolders
Q1 20237,065$254.7K0.1%+709+11.2%AddedHolders
Q4 20226,356$277.0K0.1%+113+1.8%AddedHolders
Q3 20226,243$252.0K0.1%−4,631−42.6%ReducedHolders
Q2 202210,874$500.0K0.1%+75+0.7%AddedHolders
Q1 202210,799$574.0K0.1%+1,278+13.4%AddedHolders
Q4 20219,521$535.0K0.1%−1,306−12.1%ReducedHolders
Q3 202110,827$644.0K0.2%+3,478+47.3%AddedHolders
Q2 20217,349$419.0K0.1%+923+14.4%AddedHolders
Q1 20216,426$355.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.