Legacy Trust

Position in USB — US Bancorp De

CIK 1772483 GRAND RAPIDS, MI

Position in USB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,242,314

+$620,078 QoQ

Shares Held

70,237

+0.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#540

of 2,047 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Trust holds $5,577,549 across 3 Banks - Regional names. USB ranks #1 (76.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	70,237	$4,242,314
2	FITB	Fifth Third Bancorp	20,046	$1,129,993
3	HBAN	Huntington Bancshares Inc /Md/	11,576	$205,242

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,242,314	70,237	+0.9%	Shares	Sole	2026-07-31
2026-03-31	$3,622,236	69,645	+3.1%	Shares	Sole	2026-04-14
2025-12-31	$3,605,268	67,565	+3.3%	Shares	Sole	2026-01-22
2025-09-30	$3,160,878	65,402	+16.2%	Shares	Sole	2025-10-24
2025-06-30	$2,545,765	56,260	-13.5%	Shares	Sole	2025-07-22
2025-03-31	$2,744,595	65,007	+2.5%	Shares	Sole	2025-04-16
2024-12-31	$3,034,670	63,447	-21.5%	Shares	Sole	2025-01-23
2024-09-30	$3,696,676	80,837	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$3,200,772	80,624	-5.9%	Shares	Sole	2024-07-16
2024-03-31	$3,828,689	85,653	+2.3%	Shares	Sole	2024-04-23
2023-12-31	$3,623,012	83,711	-6.7%	Shares	Sole	2024-01-24
2023-09-30	$2,964,886	89,682	+1.5%	Shares	Sole	2023-10-16
2023-06-30	$2,918,720	88,339	+3.8%	Shares	Sole	2023-08-08
2023-03-31	$3,067,386	85,087	+0.8%	Shares	Sole	2023-04-19
2022-12-31	$3,682,777	84,448	—	Shares	Sole	2023-04-03
No filing history on record for this holder in this stock.