Gradient Investments LLC

Position in USB — US Bancorp De

CIK 1542265 ARDEN HILLS, MN

Position in USB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$16,868,934

+$2,584,544 QoQ

Shares Held

279,287

+1.7% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#17

of 268 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $83,921,616 across 17 Banks - Regional names. USB ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEY	Keycorp /New/	959,843	$22,124,381
2	USB	US Bancorp De This page	279,287	$16,868,934
3	NWG	NatWest Group plc	349,922	$6,169,124
4	LYG	Lloyds Banking Group plc	1,038,552	$6,054,758
5	MFG	Mizuho Financial Group Inc	598,687	$5,735,421
6	KB	KB Financial Group Inc.	52,942	$5,556,792
7	DB	Deutsche Bank Aktiengesellschaft	160,989	$5,434,988
8	PNFP	Pinnacle Financial Partners, Inc.	46,256	$4,666,305

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,868,934	279,287	+1.7%	Shares	Sole	2026-07-08
2026-03-31	$14,284,390	274,647	-3.5%	Shares	Sole	2026-04-13
2025-12-31	$15,181,560	284,512	-1.8%	Shares	Sole	2026-01-08
2025-09-30	$14,003,569	289,749	+3500.7%	Shares	Sole	2025-10-06
2025-06-30	$364,126	8,047	+14.2%	Shares	Sole	2025-07-08
2025-03-31	$297,608	7,049	+48.3%	Shares	Sole	2025-04-09
2024-12-31	$227,335	4,753	-2.6%	Shares	Sole	2025-01-21
2024-09-30	$223,070	4,878	-32.6%	Shares	Sole	2024-10-15
2024-06-30	$287,189	7,234	+47.0%	Shares	Sole	2024-07-18
2024-03-31	$220,013	4,922	-87.8%	Shares	Sole	2024-04-23
2023-12-31	$1,745,309	40,326	+1.5%	Shares	Sole	2024-01-18
2023-09-30	$1,313,341	39,726	-1.3%	Shares	Sole	2023-10-27
2023-06-30	$1,329,364	40,235	-1.9%	Shares	Sole	2023-07-11
2023-03-31	$1,478,086	41,001	+1622.7%	Shares	Sole	2023-04-17
2022-12-31	$103,791	2,380	+513.4%	Shares	Sole	2023-01-10
2022-09-30	$15,644	388	+0.8%	Shares	Sole	2022-10-14
2022-06-30	$17,717	385	+29.2%	Shares	Sole	2022-07-11
2022-03-31	$15,838	298	0.0%	Shares	Sole	2022-05-26
2021-12-31	$16,738	298	-91.1%	Shares	Sole	2022-01-12
2021-09-30	$199,124	3,350	-3.7%	Shares	Sole	2021-10-18
2021-06-30	$198,198	3,479	-3.0%	Shares	Sole	2021-07-12
2021-03-31	$198,452	3,588	-43.0%	Shares	Sole	2021-04-21
2020-12-31	$293,377	6,297	-1.4%	Shares	Sole	2021-01-08
2020-09-30	$229,045	6,389	-97.3%	Shares	Sole	2020-10-06
2020-06-30	$8,570,075	232,756	+21531.6%	Shares	Sole	2020-07-10
2020-03-31	$37,068	1,076	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.