Focus Partners Wealth

Position in USB — US Bancorp De

CIK 1542153 ST LOUIS, MO

Position in USB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$57,232,926

+$15,062,178 QoQ

Shares Held

947,565

+16.9% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#127

of 2,022 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $522,257,459 across 99 Banks - Regional names. USB ranks #2 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	642,044	$158,084,073
2	USB	US Bancorp De This page	947,565	$57,232,926
3	TFC	Truist Financial Corp	780,678	$38,893,377
4	NU	Nu Holdings Ltd.	2,668,282	$35,648,247
5	MTB	M&T Bank Corp	111,944	$26,643,791
6	KEY	Keycorp /New/	954,910	$22,010,675
7	WAL	Western Alliance Bancorporation	192,215	$15,800,073
8	FITB	Fifth Third Bancorp	251,123	$14,155,803

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,232,926	947,565	+16.9%	Shares	Sole	2026-08-12
2026-03-31	$42,170,748	810,820	-0.8%	Shares	Sole	2026-05-15
2025-12-31	$43,611,928	817,315	+70.1%	Shares	Sole	2026-02-13
2025-09-30	$23,221,598	480,480	+8.5%	Shares	Sole	2025-11-14
2025-06-30	$20,045,161	442,987	+12.2%	Shares	Sole	2025-08-14
2025-03-31	$16,665,120	394,721	-0.2%	Shares	Sole	2025-05-20
2024-12-31	$18,919,252	395,552	+1.0%	Shares	Sole	2025-05-20
2024-09-30	$17,902,334	391,479	-24.3%	Shares	Sole	2024-11-14
2024-06-30	$20,523,152	516,956	+144.3%	Shares	Sole	2024-08-15
2024-03-31	$9,459,950	211,632	+44.0%	Shares	Sole	2024-05-16
2023-12-31	$6,360,298	146,957	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.