Wealthquest Corp

Position in USB — US Bancorp De

CIK 1632968 CINCINNATI, OH

Position in USB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,397,776

+$80,051 QoQ

Shares Held

23,142

-8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#855

of 2,047 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealthquest Corp holds $3,202,347 across 4 Banks - Regional names. USB ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	23,142	$1,397,776
2	GABC	German American Bancorp, Inc.	19,597	$930,073
3	FITB	Fifth Third Bancorp	10,141	$571,648
4	PNC	Pnc Financial Services Group, Inc.	1,230	$302,850

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,397,776	23,142	-8.7%	Shares	Sole	2026-07-23
2026-03-31	$1,317,725	25,336	0.0%	Shares	Sole	2026-05-07
2025-12-31	$1,351,928	25,336	-0.8%	Shares	Sole	2026-02-09
2025-09-30	$1,233,816	25,529	+1.9%	Shares	Sole	2025-11-05
2025-06-30	$1,133,693	25,054	+0.3%	Shares	Sole	2025-08-13
2025-03-31	$1,054,824	24,984	-3.9%	Shares	Sole	2025-05-08
2024-12-31	$1,244,010	26,009	-0.3%	Shares	Sole	2025-01-16
2024-09-30	$1,193,324	26,095	+395.7%	Shares	Sole	2024-11-21
2022-06-30	$242,249	5,264	-7.1%	Shares	Sole	2022-08-12
2022-03-31	$301,041	5,664	0.0%	Shares	Sole	2022-08-18
2021-12-31	$318,146	5,664	0.0%	Shares	Sole	2022-02-14
2021-09-30	$336,668	5,664	-0.1%	Shares	Sole	2021-11-15
2021-06-30	$322,962	5,669	+0.1%	Shares	Sole	2021-08-10
2021-03-31	$313,275	5,664	-1.5%	Shares	Sole	2021-05-13
2020-12-31	$267,799	5,748	-0.3%	Shares	Sole	2021-02-09
2020-09-30	$206,639	5,764	-10.2%	Shares	Sole	2020-11-12
2020-06-30	$236,384	6,420	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.