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Livermore
Livermore
ZHEN

Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

USB holding history

US Bancorp DE in every 13F filed by Sowell Financial Services LLC, 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)
16,125
Value
$973.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,125$973.9K<0.1%−831−4.9%ReducedHolders
Q1 202616,956$881.9K<0.1%−1,721−9.2%ReducedHolders
Q4 202518,677$996.6K<0.1%+788+4.4%AddedHolders
Q3 202517,889$864.6K<0.1%−889−4.7%ReducedHolders
Q2 202518,778$849.7K<0.1%−301−1.6%ReducedHolders
Q1 202519,079$805.5K<0.1%−7,496−28.2%ReducedHolders
Q4 202426,575$1.27M0.1%−10,503−28.3%ReducedHolders
Q3 202437,078$1.71M0.1%−3,864−9.4%ReducedHolders
Q2 202440,942$1.65M0.1%−5,478−11.8%ReducedHolders
Q1 202446,420$2.10M0.1%+4,559+10.9%AddedHolders
Q4 202341,861$1.83M0.1%+2,928+7.5%AddedHolders
Q3 202338,933$1.31M0.1%−41,944−51.9%ReducedHolders
Q2 202380,877$2.69M0.1%+55,969+224.7%AddedHolders
Q1 202324,908$898.0K0.1%−66,402−72.7%ReducedHolders
Q4 202291,310$4.03M0.3%+24,222+36.1%AddedHolders
Q3 202267,088$2.74M0.3%+11,758+21.3%AddedHolders
Q2 202255,330$2.57M0.2%+43,339+361.4%AddedHolders
Q1 202211,991$641.0K0.1%−72,349−85.8%ReducedHolders
Q4 202184,340$4.78M0.3%+50,125+146.5%AddedHolders
Q3 202134,215$2.05M0.1%+5,433+18.9%AddedHolders
Q2 202128,782$1.65M0.1%−17,864−38.3%ReducedHolders
Q1 202146,646$2.87M0.1%––Holders

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