Ellenbecker Investment Group

Position in USB — US Bancorp De

CIK 1731497 WAUKESHA, WI

Position in USB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$366,386

+$63,220 QoQ

Shares Held

6,066

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,384

of 2,047 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellenbecker Investment Group holds $847,707 across 3 Banks - Regional names. USB ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	6,066	$366,386
2	UMBF	Umb Financial Corp	1,874	$267,532
3	ASB	Associated Banc-Corp	6,948	$213,789

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,386	6,066	+4.1%	Shares	Sole	2026-07-27
2026-03-31	$303,166	5,829	-1.1%	Shares	Sole	2026-04-23
2025-12-31	$314,343	5,891	-3.4%	Shares	Sole	2026-01-30
2025-09-30	$294,813	6,100	-4.9%	Shares	Sole	2025-10-14
2025-06-30	$290,188	6,413	-9.8%	Shares	Sole	2025-07-22
2025-03-31	$300,015	7,106	+0.4%	Shares	Sole	2025-04-15
2024-12-31	$338,492	7,077	-4.8%	Shares	Sole	2025-01-13
2024-09-30	$339,773	7,430	-11.2%	Shares	Sole	2024-10-17
2024-06-30	$332,289	8,370	-4.2%	Shares	Sole	2024-07-11
2024-03-31	$390,365	8,733	+5.1%	Shares	Sole	2024-04-09
2023-12-31	$359,526	8,307	+2.0%	Shares	Sole	2024-02-01
2023-09-30	$269,174	8,142	+4.6%	Shares	Sole	2023-10-17
2023-06-30	$257,282	7,787	+0.7%	Shares	Sole	2023-07-31
2023-03-31	$278,774	7,733	-4.2%	Shares	Sole	2023-04-18
2022-12-31	$351,889	8,069	+53.1%	Shares	Sole	2023-01-11
2022-09-30	$212,526	5,271	+0.5%	Shares	Sole	2022-10-17
2022-06-30	$241,282	5,243	+0.5%	Shares	Sole	2022-07-05
2022-03-31	$277,389	5,219	+0.4%	Shares	Sole	2022-04-13
2021-12-31	$291,971	5,198	-2.4%	Shares	Sole	2022-01-04
2021-09-30	$316,577	5,326	+0.3%	Shares	Sole	2021-10-20
2021-06-30	$302,510	5,310	+0.3%	Shares	Sole	2021-07-07
2021-03-31	$292,700	5,292	+0.4%	Shares	Sole	2021-04-06
2020-12-31	$245,622	5,272	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.