Arete Wealth Advisors, LLC

Position in USB — US Bancorp De

CIK 1600151 CHICAGO, IL

Position in USB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,254,067

+$644,098 QoQ

Shares Held

37,319

+20.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#694

of 2,044 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $5,019,332 across 4 Banks - Regional names. USB ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	37,319	$2,254,067
2	FITB	Fifth Third Bancorp	32,387	$1,825,655
3	TBBK	Bancorp, Inc.	11,578	$725,245
4	HBNC	Horizon Bancorp Inc /In/	10,729	$214,365

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,254,067	37,319	+20.6%	Shares	Sole	2026-08-13
2026-03-31	$1,609,969	30,955	+40.6%	Shares	Sole	2026-05-20
2025-12-31	$1,175,200	22,024	+14.6%	Shares	Sole	2026-02-13
2025-09-30	$929,095	19,224	+4.4%	Shares	Sole	2025-11-12
2025-06-30	$833,233	18,414	-48.1%	Shares	Sole	2025-08-14
2025-03-31	$1,498,387	35,490	+2.3%	Shares	Sole	2025-05-16
2024-12-31	$1,659,701	34,700	+84.2%	Shares	Sole	2025-02-12
2024-09-30	$861,370	18,836	-41.9%	Shares	Sole	2024-11-18
2024-06-30	$1,287,550	32,432	-26.2%	Shares	Sole	2024-08-14
2024-03-31	$1,965,235	43,965	-7.6%	Shares	Sole	2024-05-16
2023-12-31	$2,060,344	47,605	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$1,589,590	48,082	+141.4%	Shares	Sole	2023-10-30
2023-06-30	$657,991	19,915	-7.2%	Shares	Sole	2023-08-09
2023-03-31	$773,272	21,450	+24.4%	Shares	Sole	2023-05-22
2022-12-31	$751,836	17,240	+18.6%	Shares	Sole	2023-02-06
2022-09-30	$586,091	14,536	-48.6%	Shares	Sole	2022-11-07
2022-06-30	$191,000	28,253	+139.5%	Shares	Sole	2022-08-15
2022-03-31	$627,116	11,799	+8.6%	Shares	Sole	2022-05-06
2021-12-31	$610,455	10,868	+8.3%	Shares	Sole	2022-02-07
2021-09-30	$596,302	10,032	+13.3%	Shares	Sole	2021-11-15
2021-06-30	$504,298	8,852	+3.5%	Shares	Sole	2021-08-09
2021-03-31	$473,066	8,553	+22.8%	Shares	Sole	2021-05-10
2020-12-31	$324,592	6,967	+27.1%	Shares	Sole	2021-02-08
2020-09-30	$196,565	5,483	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.