Position in USB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,294,336
+$587,476 QoQ
Shares Held
54,542
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#596
of 2,047 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,121,819 across 7 Banks - Regional names. USB ranks #1 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
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|
54,542 | $3,294,336 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
13,564 | $893,596 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,459 | $835,007 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,044 | $749,493 | |
| 5 | OZK |
Bank OZK
|
10,475 | $545,642 | |
| 6 | FITB |
Fifth Third Bancorp
|
9,164 | $516,574 | |
| 7 | RF |
Regions Financial Corp
|
9,509 | $287,171 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,294,336 | 54,542 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,706,860 | 52,045 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,741,049 | 51,369 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,327,766 | 48,164 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,144,261 | 47,387 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,892,004 | 44,813 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,992,597 | 41,660 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,930,949 | 42,225 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,690,029 | 42,570 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,689,213 | 37,790 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,576,993 | 36,437 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,068,763 | 32,328 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,051,299 | 31,819 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,034,887 | 28,707 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,152,506 | 28,584 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,394,590 | 30,304 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,438,611 | 27,067 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,483,168 | 26,405 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,420,259 | 23,894 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,586,728 | 27,852 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,569,808 | 28,382 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,254,948 | 26,936 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $948,770 | 26,465 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $965,567 | 26,224 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $890,773 | 25,857 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||