Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$643,743
+$89,421 QoQ
Shares Held
10,658
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#357
of 763 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,994,510 across 45 Banks - Regional names. USB ranks #1 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
10,658 | $643,743 | |
| 2 | KEY |
Keycorp /New/
|
27,376 | $631,016 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,284 | $562,366 | |
| 4 | NU |
Nu Holdings Ltd.
|
33,726 | $450,579 | |
| 5 | TFC |
Truist Financial Corp
|
8,118 | $404,438 | |
| 6 | EWBC |
East West Bancorp Inc
|
2,835 | $365,970 | |
| 7 | HDB |
Hdfc Bank Ltd
|
9,146 | $236,241 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
6,533 | $220,554 |
All Filings in USB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,743 | 10,658 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $554,322 | 10,658 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $568,817 | 10,660 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $502,970 | 10,407 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $482,455 | 10,662 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $450,149 | 10,662 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $512,115 | 10,707 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $494,204 | 10,807 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $436,977 | 11,007 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $497,734 | 11,135 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $481,922 | 11,135 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $370,668 | 11,212 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $373,352 | 11,300 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $394,098 | 10,932 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $481,759 | 11,047 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $430,899 | 10,687 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $491,815 | 10,687 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $569,289 | 10,711 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $599,390 | 10,671 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $634,284 | 10,671 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $607,926 | 10,671 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $590,213 | 10,671 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $498,093 | 10,691 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $407,363 | 11,363 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $420,189 | 11,412 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $414,364 | 12,028 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||