WESPAC Advisors, LLC

Position in USB — US Bancorp De

CIK 1484540 ORINDA, CA

Position in USB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$233,083

-$253,164 QoQ

Shares Held

3,859

-66.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,631

of 2,044 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WESPAC Advisors, LLC holds $823,212 across 3 Banks - Regional names. USB ranks #3 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMBF	Umb Financial Corp	2,086	$297,797
2	CFG	Citizens Financial Group Inc/Ri	4,172	$292,332
3	USB	US Bancorp De This page	3,859	$233,083

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,083	3,859	-66.5%	Shares	Sole	2026-08-10
2025-03-31	$486,247	11,517	—	Shares	Sole	2025-05-01
No filing history on record for this holder in this stock.