Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$207,715
New position
Shares Held
3,439
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,701
of 2,052 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Capital Wealth Planning, LLC holds $77,462,398 across 6 Banks - Regional names. USB ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
334,855 | $21,179,578 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
2,386,158 | $19,494,910 | |
| 3 | BMA |
Macro Bank Inc.
|
206,274 | $19,098,909 | |
| 4 | CIB |
Grupo Cibest S.A.
|
210,755 | $16,740,269 | |
| 5 | RF |
Regions Financial Corp
|
24,537 | $741,017 | |
| 6 | USB |
US Bancorp De
This page
|
3,439 | $207,715 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,715 | 3,439 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||