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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

USB holding history

US Bancorp DE in every 13F filed by Cornerstone Wealth Group, 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)
6,309
Value
$381.0K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2023
Holdings of USB by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,309$381.0K<0.1%+717+12.8%AddedHolders
Q1 20265,592$317.9K<0.1%+1,698+43.6%AddedHolders
Q4 20253,894$207.8K<0.1%+3,894NewHolders
Q2 20230$00.0%−77,012−100.0%Sold outHolders
Q1 202377,012$2.78M0.5%+77,012NewHolders