Ullmann Wealth Partners Group, LLC

Position in USB — US Bancorp De

CIK 1697725 JACKSONVILLE BEACH, FL

Position in USB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$809,239

+$112,410 QoQ

Shares Held

13,398

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,043

of 2,047 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ullmann Wealth Partners Group, LLC holds $1,788,964 across 4 Banks - Regional names. USB ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	13,398	$809,239
2	FITB	Fifth Third Bancorp	6,817	$384,274
3	UVSP	UNIVEST FINANCIAL Corp	8,016	$350,700
4	FRME	First Merchants Corp	5,602	$244,751

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$809,239	13,398	0.0%	Shares	Sole	2026-08-10
2026-03-31	$696,829	13,398	+6.4%	Shares	Sole	2026-04-13
2025-12-31	$672,229	12,598	0.0%	Shares	Sole	2026-02-12
2025-09-30	$608,861	12,598	+3.5%	Shares	Sole	2025-10-17
2025-06-30	$550,828	12,173	-0.3%	Shares	Sole	2025-07-11
2025-03-31	$515,632	12,213	0.0%	Shares	Sole	2025-04-11
2024-12-31	$584,147	12,213	-7.6%	Shares	Sole	2025-01-15
2024-09-30	$604,230	13,213	0.0%	Shares	Sole	2024-10-15
2024-06-30	$524,556	13,213	+1.0%	Shares	Sole	2024-08-08
2024-03-31	$584,854	13,084	+11.2%	Shares	Sole	2024-05-10
2023-12-31	$509,362	11,769	+0.9%	Shares	Sole	2024-01-11
2023-09-30	$385,744	11,668	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$384,816	11,647	+0.2%	Shares	Sole	2023-07-14
2023-03-31	$418,973	11,622	+10.3%	Shares	Sole	2023-04-11
2022-12-31	$459,431	10,535	-0.3%	Shares	Sole	2023-01-19
2022-09-30	$426,182	10,570	-0.6%	Shares	Sole	2022-10-12
2022-06-30	$489,192	10,630	+163.1%	Shares	Sole	2022-07-13
2022-03-31	$214,779	4,041	0.0%	Shares	Sole	2022-04-14
2021-12-31	$226,982	4,041	0.0%	Shares	Sole	2022-01-26
2021-09-30	$240,197	4,041	+0.9%	Shares	Sole	2021-10-19
2021-06-30	$228,221	4,006	0.0%	Shares	Sole	2021-07-09
2021-03-31	$221,571	4,006	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.