Focused Wealth Management, Inc

Position in USB — US Bancorp De

CIK 1586052 Newburgh, NY

Position in USB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$397,552

+$137,711 QoQ

Shares Held

6,582

+31.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,349

of 2,047 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Focused Wealth Management, Inc holds $1,446,062 across 5 Banks - Regional names. USB ranks #1 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	6,582	$397,552
2	NBTB	Nbt Bancorp Inc	7,359	$363,313
3	TFC	Truist Financial Corp	6,051	$301,460
4	MTB	M&T Bank Corp	885	$210,638
5	RBKB	Rhinebeck Bancorp, Inc.	13,970	$173,099

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$397,552	6,582	+31.7%	Shares	Sole	2026-08-07
2026-03-31	$259,841	4,996	+0.2%	Shares	Sole	2026-04-20
2025-12-31	$266,159	4,988	+0.2%	Shares	Sole	2026-01-29
2025-09-30	$240,683	4,980	-2.0%	Shares	Sole	2025-10-10
2025-06-30	$230,051	5,084	+0.2%	Shares	Sole	2025-07-15
2025-03-31	$214,182	5,073	-4.7%	Shares	Sole	2025-05-01
2024-12-31	$254,646	5,324	+7.1%	Shares	Sole	2025-01-28
2024-09-30	$227,369	4,972	+0.4%	Shares	Sole	2024-10-30
2024-03-31	$221,354	4,952	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$213,933	4,943	+0.2%	Shares	Sole	2024-01-10
2023-09-30	$163,018	4,931	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$162,556	4,920	+0.2%	Shares	Sole	2023-08-08
2023-03-31	$176,969	4,909	+0.1%	Shares	Sole	2023-04-13
2022-12-31	$213,776	4,902	+0.2%	Shares	Sole	2023-01-13
2022-09-30	$197,285	4,893	+0.1%	Shares	Sole	2022-10-20
2022-06-30	$224,853	4,886	+0.1%	Shares	Sole	2022-08-04
2022-03-31	$259,318	4,879	-34.3%	Shares	Sole	2022-04-29
2021-12-31	$416,949	7,423	+0.1%	Shares	Sole	2022-01-31
2021-09-30	$440,925	7,418	+0.8%	Shares	Sole	2021-10-12
2021-06-30	$419,299	7,360	+0.1%	Shares	Sole	2021-07-15
2021-03-31	$406,805	7,355	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$342,389	7,349	-8.6%	Shares	Sole	2021-02-03
2020-09-30	$288,305	8,042	+0.1%	Shares	Sole	2020-10-19
2020-06-30	$295,811	8,034	+8.9%	Shares	Sole	2020-07-24
2020-03-31	$254,103	7,376	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.