Valmark Advisers, Inc.

Position in USB — US Bancorp De

CIK 1380443 AKRON, OH

Position in USB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$909,684

+$155,592 QoQ

Shares Held

15,061

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,007

of 2,047 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Valmark Advisers, Inc. holds $7,509,229 across 9 Banks - Regional names. USB ranks #5 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	6,634	$1,578,958
2	FITB	Fifth Third Bancorp	18,685	$1,053,273
3	PNC	Pnc Financial Services Group, Inc.	3,821	$940,806
4	HBAN	Huntington Bancshares Inc /Md/	52,674	$933,910
5	USB	US Bancorp De This page	15,061	$909,684
6	KEY	Keycorp /New/	33,954	$782,639
7	SBFG	Sb Financial Group, Inc.	23,083	$583,307
8	TFC	Truist Financial Corp	10,301	$513,195

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$909,684	15,061	+3.9%	Shares	Sole	2026-08-06
2026-03-31	$754,092	14,499	-3.3%	Shares	Sole	2026-05-01
2025-12-31	$800,293	14,998	-5.4%	Shares	Sole	2026-01-26
2025-09-30	$766,417	15,858	+77.9%	Shares	Sole	2025-10-24
2025-06-30	$403,403	8,915	-1.3%	Shares	Sole	2025-07-23
2025-03-31	$381,204	9,029	-2.2%	Shares	Sole	2025-04-23
2024-12-31	$441,470	9,230	+1.6%	Shares	Sole	2025-01-30
2024-09-30	$415,639	9,089	+4.4%	Shares	Sole	2024-10-25
2024-06-30	$345,667	8,707	+2.9%	Shares	Sole	2024-08-01
2024-03-31	$378,385	8,465	-15.6%	Shares	Sole	2024-05-06
2023-12-31	$434,011	10,028	-7.9%	Shares	Sole	2024-02-02
2023-09-30	$359,891	10,886	-4.0%	Shares	Sole	2023-11-08
2023-06-30	$374,640	11,339	+5.7%	Shares	Sole	2023-08-03
2023-03-31	$386,780	10,729	+1.2%	Shares	Sole	2023-05-02
2022-12-31	$462,484	10,605	-2.8%	Shares	Sole	2023-02-07
2022-09-30	$439,770	10,907	0.0%	Shares	Sole	2022-11-03
2022-06-30	$501,940	10,907	+29.4%	Shares	Sole	2022-08-01
2022-03-31	$448,054	8,430	-2.3%	Shares	Sole	2022-05-10
2021-12-31	$484,578	8,627	+25.6%	Shares	Sole	2022-02-02
2021-09-30	$408,352	6,870	-68.6%	Shares	Sole	2021-11-09
2021-06-30	$1,248,212	21,910	-1.6%	Shares	Sole	2021-08-06
2021-03-31	$1,231,864	22,272	+6.0%	Shares	Sole	2021-05-04
2020-12-31	$978,529	21,003	+186.6%	Shares	Sole	2021-02-03
2020-09-30	$262,744	7,329	-0.4%	Shares	Sole	2020-11-09
2020-06-30	$270,921	7,358	+1.4%	Shares	Sole	2020-07-31
2020-03-31	$249,969	7,256	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.