Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,327,816
+$290,845 QoQ
Shares Held
38,540
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
#687
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, 2026LifePlan Financial, LLC holds $2,327,816 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
38,540 | $2,327,816 |
All Filings in USB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,327,816 | 38,540 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,036,971 | 39,165 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,972,665 | 36,969 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,714,216 | 35,469 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,518,544 | 33,559 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,340,062 | 31,740 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,468,381 | 30,700 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,160,261 | 25,372 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $757,515 | 19,081 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $874,019 | 19,553 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $687,416 | 15,883 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||