Cooper Financial Group

Position in USB — US Bancorp De

CIK 1751581 IRVINE, CA

Position in USB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$238,096

-$124,018 QoQ

Shares Held

3,942

-51.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,619

of 2,044 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cooper Financial Group holds $1,910,814 across 6 Banks - Regional names. USB ranks #5 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GBCI	Glacier Bancorp, Inc.	8,287	$427,443
2	EWBC	East West Bancorp Inc	3,155	$407,278
3	WAFD	Wafd Inc	8,949	$343,373
4	FCNCA	First Citizens Bancshares Inc /De/	131	$272,583
5	USB	US Bancorp De This page	3,942	$238,096
6	LYG	Lloyds Banking Group plc	38,086	$222,041

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,096	3,942	-51.3%	Shares	Sole	2026-07-08
2024-03-31	$362,114	8,101	+1.5%	Shares	Sole	2024-04-11
2023-12-31	$345,417	7,981	+1.7%	Shares	Sole	2024-01-16
2023-09-30	$259,388	7,846	+9.2%	Shares	Sole	2023-10-13
2023-06-30	$237,359	7,184	+4.6%	Shares	Sole	2023-07-07
2023-03-31	$247,483	6,865	+1.7%	Shares	Sole	2023-05-11
2022-12-31	$294,236	6,747	+13.3%	Shares	Sole	2023-01-13
2022-09-30	$240,145	5,956	+17.3%	Shares	Sole	2022-10-13
2022-06-30	$233,643	5,077	+6.8%	Shares	Sole	2022-07-11
2022-03-31	$252,621	4,753	+5.8%	Shares	Sole	2022-04-25
2021-12-31	$252,371	4,493	-4.5%	Shares	Sole	2022-02-11
2021-09-30	$279,546	4,703	+2.0%	Shares	Sole	2021-10-06
2021-06-30	$262,802	4,613	+6.9%	Shares	Sole	2021-07-12
2021-03-31	$238,773	4,317	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.