Position in USB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$556,948
+$68,991 QoQ
Shares Held
9,221
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,202
of 2,047 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WealthPLAN Partners, LLC holds $1,521,616 across 2 Banks - Regional names. USB ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
6,243 | $964,668 | |
| 2 | USB |
US Bancorp De
This page
|
9,221 | $556,948 |
All Filings in USB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,948 | 9,221 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $487,957 | 9,382 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $558,305 | 10,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $617,463 | 12,776 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $566,620 | 12,522 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $528,466 | 12,517 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $587,830 | 12,290 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $561,380 | 12,276 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $468,975 | 11,813 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $526,476 | 11,778 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $866,162 | 20,013 | Shares | Other | 2024-01-05 | |
| 2023-09-30 | $447,036 | 13,522 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $446,667 | 13,519 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $487,035 | 13,510 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $717,733 | 16,458 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $867,460 | 16,321 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $898,719 | 16,000 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $942,123 | 15,850 | Shares | Other | 2021-12-09 | |
| 2021-06-30 | $905,822 | 15,900 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $815,102 | 14,737 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $635,347 | 13,637 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $488,850 | 13,636 | Shares | Other | 2020-12-18 | |
| 2020-06-30 | $514,558 | 13,975 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $477,580 | 13,863 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||