Position in USB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$210,373
-$22,436 QoQ
Shares Held
3,483
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,690
of 2,047 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $4,312,544 across 6 Banks - Regional names. USB ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
44,080 | $2,273,646 | |
| 2 | SYBT |
Stock Yards Bancorp, Inc.
|
11,780 | $900,816 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
16,005 | $532,166 | |
| 4 | NWG |
NatWest Group plc
|
14,840 | $261,629 | |
| 5 | USB |
US Bancorp De
This page
|
3,483 | $210,373 | |
| 6 | LYG |
Lloyds Banking Group plc
|
22,970 | $133,914 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,373 | 3,483 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $232,809 | 4,363 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $212,507 | 4,397 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $210,910 | 4,661 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $205,442 | 4,866 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $503,697 | 10,531 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $790,214 | 17,280 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $355,672 | 8,959 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $400,467 | 8,959 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $444,745 | 10,276 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $347,625 | 10,515 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $384,023 | 11,623 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $419,009 | 11,623 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $506,878 | 11,623 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $40,682 | 1,009 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $46,434 | 1,009 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $53,628 | 1,009 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $56,675 | 1,009 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $59,974 | 1,009 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $57,482 | 1,009 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $55,807 | 1,009 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $528,051 | 11,334 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $406,323 | 11,334 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $405,351 | 11,009 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $379,260 | 11,009 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||