Allworth Financial LP

Position in USB — US Bancorp De

CIK 1555170 FOLSOM, CA

Position in USB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,459,798

+$1,139,914 QoQ

Shares Held

124,203

+24.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1.207700297094273.ToString("F0")% Shared 0.ToString("F0")% None 98.79229970290572.ToString("F0")%

Financial Services · as of Mar 31, 2026

Allworth Financial LP holds $68,849,562 across 281 Banks - Regional names. USB ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	55,192	$11,484,903
2	TFC	Truist Financial Corp	235,318	$10,817,568
3	USB	US Bancorp De This page	124,203	$6,459,798
4	TCBK	Trico Bancshares /	127,845	$6,077,751
5	COLB	Columbia Banking System, Inc.	208,115	$5,708,594
6	MTB	M&T Bank Corp	26,401	$5,457,614
7	CBC	Central Bancompany, Inc.	162,250	$3,885,887
8	FITB	Fifth Third Bancorp	42,414	$1,970,554

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,459,798	124,203	+24.6%	Shares	Sole	2026-05-15
2025-12-31	$5,319,884	99,698	+7.5%	Shares	Sole	2026-02-05
2025-09-30	$4,480,867	92,714	-0.1%	Shares	Sole	2025-12-02
2025-06-30	$4,197,797	92,769	+20.7%	Shares	Sole	2025-08-07
2025-03-31	$3,244,100	76,838	-2.3%	Shares	Sole	2025-04-30
2024-12-31	$3,760,442	78,621	+36.8%	Shares	Sole	2025-01-30
2024-09-30	$2,628,240	57,473	-17.7%	Shares	Sole	2024-10-23
2024-06-30	$2,771,377	69,808	+22.3%	Shares	Sole	2024-07-24
2024-03-31	$2,550,626	57,061	+26.0%	Shares	Sole	2024-04-25
2023-12-31	$1,960,626	45,301	+8.4%	Shares	Sole	2024-01-24
2023-09-30	$1,381,609	41,791	+11.3%	Shares	Sole	2023-10-31
2023-06-30	$1,240,387	37,542	-3.8%	Shares	Sole	2023-07-18
2023-03-31	$1,407,283	39,037	+13.0%	Shares	Sole	2023-04-18
2022-12-31	$1,506,987	34,556	+89.5%	Shares	Sole	2023-01-13
2022-09-30	$735,396	18,239	+142.8%	Shares	Sole	2022-11-14
2022-06-30	$345,656	7,511	+26.9%	Shares	Sole	2022-07-13
2022-03-31	$314,541	5,918	+81.0%	Shares	Sole	2022-04-22
2021-12-31	$183,619	3,269	+2.7%	Shares	Sole	2022-01-21
2021-09-30	$189,138	3,182	+18.3%	Shares	Sole	2021-11-02
2021-06-30	$153,192	2,689	-35.5%	Shares	Sole	2021-08-02
2021-03-31	$230,421	4,166	+117.7%	Shares	Sole	2021-04-29
2020-12-31	$89,173	1,914	-13.6%	Shares	Sole	2021-01-26
2020-09-30	$79,443	2,216	-21.4%	Shares	Sole	2020-11-03
2020-06-30	$103,795	2,819	+45.8%	Shares	Sole	2020-07-24
2020-03-31	$66,626	1,934	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.