Position in USB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$620,219
+$16 QoQ
Shares Held
11,925
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $14,469,690 across 161 Banks - Regional names. USB ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
18,367 | $853,330 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
40,336 | $631,258 | |
| 3 | USB |
US Bancorp De
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|
11,925 | $620,219 | |
| 4 | ACNB |
Acnb Corp
|
11,363 | $543,946 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,544 | $529,380 | |
| 6 | IBN |
Icici Bank Ltd
|
19,402 | $502,511 | |
| 7 | TFC |
Truist Financial Corp
|
9,462 | $434,968 | |
| 8 | MFG |
Mizuho Financial Group Inc
|
50,767 | $403,089 |
All Filings in USB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $620,219 | 11,925 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $620,203 | 11,623 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $506,401 | 10,478 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $317,247 | 7,011 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $295,117 | 6,990 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $327,109 | 6,839 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $384,726 | 8,413 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $338,402 | 8,524 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $447,536 | 10,012 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $351,520 | 8,122 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $406,671 | 12,301 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $278,691 | 8,435 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $267,382 | 7,417 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $435,489 | 9,986 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $408,360 | 10,128 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $522,465 | 11,353 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $509,283 | 9,582 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $578,213 | 10,294 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $580,015 | 9,758 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $539,619 | 9,472 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $526,937 | 9,527 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $414,324 | 8,893 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $310,926 | 8,673 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $255,641 | 6,943 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $304,365 | 8,835 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||