Cornerstone Advisory, LLC

Position in USB — US Bancorp De

CIK 1668189 HUNT VALLEY, MD

Position in USB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$269,021

+$42,726 QoQ

Shares Held

4,454

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,555

of 2,047 holders

Holding Since

Dec 2021

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $2,038,520 across 5 Banks - Regional names. USB ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	18,973	$945,234
2	LCNB	Lcnb Corp	21,001	$369,407
3	USB	US Bancorp De This page	4,454	$269,021
4	PNC	Pnc Financial Services Group, Inc.	938	$230,954
5	AUB	Atlantic Union Bankshares Corp	5,292	$223,904

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,021	4,454	+2.4%	Shares	Sole	2026-07-29
2026-03-31	$226,295	4,351	+1.9%	Shares	Sole	2026-05-04
2025-12-31	$227,740	4,268	+341.8%	Shares	Sole	2026-01-28
2021-12-31	$54,259	966	—	Shares	Sole	2022-02-23
No filing history on record for this holder in this stock.