Strategic Family Wealth Counselors, L.L.C.
Position in USB — US Bancorp De
CIK 1729755
FAIRFIELD, NJ
Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$358,776
+$49,837 QoQ
Shares Held
5,940
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,394
of 2,047 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Strategic Family Wealth Counselors, L.L.C. holds $695,331 across 2 Banks - Regional names. USB ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
5,940 | $358,776 | |
| 2 | FULT |
Fulton Financial Corp
|
13,913 | $336,555 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,776 | 5,940 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $308,939 | 5,940 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $495,927 | 9,294 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $287,080 | 5,940 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $268,785 | 5,940 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $254,502 | 6,028 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $287,840 | 6,018 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $238,161 | 5,208 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $203,938 | 5,137 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $229,623 | 5,137 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $222,329 | 5,137 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||