Position in USB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$506,876
+$82,319 QoQ
Shares Held
8,392
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,232
of 2,047 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Paulson Wealth Management Inc. holds $965,892 across 2 Banks - Regional names. USB ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
8,392 | $506,876 | |
| 2 | WTFC |
Wintrust Financial Corp
|
2,856 | $459,016 |
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,876 | 8,392 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $424,557 | 8,163 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $468,500 | 8,780 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $415,976 | 8,607 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $424,445 | 9,380 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $376,222 | 8,911 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $422,051 | 8,824 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $413,810 | 9,049 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $367,304 | 9,252 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $406,457 | 9,093 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $395,016 | 9,127 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $326,765 | 9,884 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $335,322 | 10,149 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $275,205 | 7,634 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $300,603 | 6,893 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $271,474 | 6,733 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $246,207 | 5,350 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $277,336 | 5,218 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $306,070 | 5,449 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||