KMG FIDUCIARY PARTNERS, LLC

Position in USB — US Bancorp De

CIK 1773205 TOLEDO, OH

Position in USB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$3,905,846

-$100,102 QoQ

Shares Held

75,098

+0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $1,612,239 across 4 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)
1	FHN	First Horizon Corp	22,900	$587,156
2	HBAN	Huntington Bancshares Inc /Md/	23,121	$409,935
3	FITB	Fifth Third Bancorp	6,460	$364,150
4	VLY	Valley National Bancorp	17,133	$250,998

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,905,846	75,098	+0.0%	Shares	Sole	2026-04-13
2025-12-31	$4,005,948	75,074	+2.4%	Shares	Sole	2026-01-14
2025-09-30	$3,543,313	73,315	+3.1%	Shares	Sole	2025-10-10
2025-06-30	$3,217,637	71,108	+5.2%	Shares	Sole	2025-07-10
2025-03-31	$2,855,043	67,623	+6.0%	Shares	Sole	2025-04-14
2024-12-31	$3,051,267	63,794	+7.4%	Shares	Sole	2025-01-15
2024-09-30	$2,715,813	59,388	+4.1%	Shares	Sole	2024-10-17
2024-06-30	$2,265,242	57,059	+4.0%	Shares	Sole	2024-07-18
2024-03-31	$2,452,644	54,869	+1.5%	Shares	Sole	2024-04-10
2023-12-31	$2,339,284	54,050	+11.7%	Shares	Sole	2024-01-10
2023-09-30	$1,599,806	48,391	+7.2%	Shares	Sole	2023-10-25
2023-06-30	$1,491,491	45,142	-1.7%	Shares	Sole	2023-07-14
2023-03-31	$1,656,100	45,939	+52.0%	Shares	Sole	2023-04-13
2022-12-31	$1,317,632	30,214	+492.8%	Shares	Sole	2023-01-12
2022-09-30	$205,511	5,097	-1.8%	Shares	Sole	2022-10-27
2022-06-30	$238,797	5,189	0.0%	Shares	Sole	2022-07-13
2022-03-31	$275,795	5,189	0.0%	Shares	Sole	2022-04-19
2021-12-31	$291,466	5,189	0.0%	Shares	Sole	2022-01-12
2021-09-30	$308,434	5,189	0.0%	Shares	Sole	2021-10-12
2021-06-30	$295,617	5,189	0.0%	Shares	Sole	2021-07-20
2021-03-31	$287,003	5,189	+0.1%	Shares	Sole	2021-04-08
2020-12-31	$241,475	5,183	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.