Lantz Financial LLC

Position in USB — US Bancorp De

CIK 1766883 NAPERVILLE, IL

Position in USB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,954,707

+$423,381 QoQ

Shares Held

48,919

+0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#637

of 2,047 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $4,598,902 across 5 Banks - Regional names. USB ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	48,919	$2,954,707
2	PNC	Pnc Financial Services Group, Inc.	2,295	$565,074
3	ONB	Old National Bancorp /In/	20,292	$525,562
4	RF	Regions Financial Corp	10,352	$312,630
5	TFC	Truist Financial Corp	4,836	$240,929

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,954,707	48,919	+0.5%	Shares	Sole	2026-07-09
2026-03-31	$2,531,326	48,670	-1.4%	Shares	Sole	2026-04-09
2025-12-31	$2,633,849	49,360	+0.4%	Shares	Sole	2026-01-14
2025-09-30	$2,375,951	49,161	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$2,213,811	48,924	+1.0%	Shares	Sole	2025-07-11
2025-03-31	$2,045,010	48,437	-2.3%	Shares	Sole	2025-04-08
2024-12-31	$2,370,072	49,552	+1.0%	Shares	Sole	2025-01-21
2024-09-30	$2,242,553	49,039	+1.9%	Shares	Sole	2024-10-15
2024-06-30	$1,910,205	48,116	+4.7%	Shares	Sole	2024-08-07
2024-03-31	$2,053,383	45,937	+2.5%	Shares	Sole	2024-04-10
2023-12-31	$1,939,463	44,812	+11.9%	Shares	Sole	2024-01-12
2023-09-30	$1,324,350	40,059	+4.4%	Shares	Sole	2023-10-20
2023-06-30	$1,267,249	38,355	+1.1%	Shares	Sole	2023-07-12
2023-03-31	$1,367,737	37,940	+0.7%	Shares	Sole	2023-04-10
2022-12-31	$1,643,093	37,677	+6.1%	Shares	Sole	2023-01-23
2022-09-30	$1,431,924	35,514	+2.6%	Shares	Sole	2022-10-17
2022-06-30	$1,592,430	34,603	+0.6%	Shares	Sole	2022-07-29
2022-03-31	$1,827,509	34,384	+1.8%	Shares	Sole	2022-05-05
2021-12-31	$1,897,703	33,785	+2.5%	Shares	Sole	2022-01-19
2021-09-30	$1,960,034	32,975	+2.6%	Shares	Sole	2021-10-14
2021-06-30	$1,830,161	32,125	+0.2%	Shares	Sole	2021-07-16
2021-03-31	$1,772,408	32,045	+2.7%	Shares	Sole	2021-04-19
2020-12-31	$1,453,654	31,201	-1.9%	Shares	Sole	2021-01-19
2020-09-30	$1,140,747	31,820	+2.8%	Shares	Sole	2020-10-09
2020-06-30	$1,139,431	30,946	-5.0%	Shares	Sole	2020-07-22
2020-03-31	$1,121,692	32,560	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.