Position in USB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$855,304
+$112,640 QoQ
Shares Held
16,445
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 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 Mar 31, 2026IHT Wealth Management, LLC holds $6,923,362 across 11 Banks - Regional names. USB ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
12,277 | $1,658,131 | |
| 2 | UMBF |
Umb Financial Corp
|
8,379 | $945,067 | |
| 3 | USB |
US Bancorp De
This page
|
16,445 | $855,304 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,780 | $786,580 | |
| 5 | TFC |
Truist Financial Corp
|
14,611 | $671,667 | |
| 6 | FITB |
Fifth Third Bancorp
|
10,803 | $501,907 | |
| 7 | MTB |
M&T Bank Corp
|
2,008 | $415,093 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
21,986 | $344,080 |
All Filings in USB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $855,304 | 16,445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $742,664 | 13,918 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $609,247 | 12,606 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $491,188 | 10,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $431,066 | 10,210 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $496,618 | 10,383 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $532,068 | 11,635 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $434,238 | 10,938 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $552,581 | 12,362 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $560,735 | 12,956 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $544,961 | 16,484 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $465,930 | 14,102 | Shares | Sole | 2023-08-15 | |
| 2021-12-31 | $208,840 | 3,718 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $218,858 | 3,682 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $411,095 | 7,216 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $309,182 | 5,590 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $237,469 | 5,097 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||