AE Wealth Management LLC

Position in USB — US Bancorp De

CIK 1697723 TOPEKA, KS

Position in USB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$32,739,276

+$4,848,675 QoQ

Shares Held

629,481

+20.4% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

AE Wealth Management LLC holds $212,162,774 across 29 Banks - Regional names. USB ranks #1 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	629,481	$32,739,276
2	CFG	Citizens Financial Group Inc/Ri	511,610	$30,681,216
3	HBAN	Huntington Bancshares Inc /Md/	1,897,133	$29,690,099
4	KEY	Keycorp /New/	1,431,619	$28,703,932
5	TFC	Truist Financial Corp	616,520	$28,341,395
6	RF	Regions Financial Corp	1,051,239	$27,458,332
7	FITB	Fifth Third Bancorp	474,246	$22,033,440
8	PNC	Pnc Financial Services Group, Inc.	18,063	$3,758,711

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,739,276	629,481	+20.4%	Shares	Other	2026-05-13
2025-12-31	$27,890,601	522,688	+4.4%	Shares	Other	2026-01-26
2025-09-30	$24,189,427	500,506	+5.2%	Shares	Other	2025-11-03
2025-06-30	$21,525,766	475,708	-4.4%	Shares	Other	2025-08-06
2025-03-31	$21,008,820	497,604	+14.9%	Shares	Other	2025-05-06
2024-12-31	$20,718,933	433,179	+4.1%	Shares	Other	2025-02-13
2024-09-30	$19,031,809	416,178	+3.1%	Shares	Other	2024-11-14
2024-06-30	$16,021,837	403,573	+3.6%	Shares	Other	2024-08-12
2024-03-31	$17,412,249	389,536	-38.6%	Shares	Other	2024-05-15
2023-12-31	$27,474,317	634,804	+8.3%	Shares	Sole	2024-02-14
2023-09-30	$19,374,416	586,038	-1.1%	Shares	Sole	2023-10-11
2023-06-30	$19,573,358	592,414	-35.0%	Shares	Sole	2023-07-10
2023-03-31	$32,862,855	911,591	+14.8%	Shares	Sole	2023-04-14
2022-12-31	$34,625,642	793,984	+24.1%	Shares	Sole	2023-01-31
2022-09-30	$25,797,824	639,827	+99.9%	Shares	Sole	2022-10-25
2022-06-30	$14,727,734	320,029	+17.9%	Shares	Sole	2022-08-03
2022-03-31	$14,430,597	271,507	+31.4%	Shares	Sole	2022-04-18
2021-12-31	$11,610,563	206,704	+426.9%	Shares	Sole	2022-01-20
2021-09-30	$2,331,831	39,230	+11.2%	Shares	Sole	2021-11-01
2021-06-30	$2,009,616	35,275	+16.3%	Shares	Sole	2021-07-21
2021-03-31	$1,677,441	30,328	-13.3%	Shares	Sole	2021-04-27
2020-12-31	$1,630,417	34,995	+77.6%	Shares	Sole	2021-02-01
2020-09-30	$706,209	19,699	-13.6%	Shares	Sole	2020-11-06
2020-06-30	$839,017	22,787	+10.1%	Shares	Sole	2020-08-05
2020-03-31	$712,839	20,692	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.