Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$204,574
+$179,633 QoQ
Shares Held
3,387
+367.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,710
of 2,052 holders
Holding Since
Mar 2020
2 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, 2026MBE Wealth Management, LLC holds $579,260 across 2 Banks - Regional names. USB ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASB |
Associated Banc-Corp
|
12,177 | $374,686 | |
| 2 | USB |
US Bancorp \De\
This page
|
3,387 | $204,574 |
All Filings in USB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,574 | 3,387 | Shares | Sole | 2026-07-24 | |
| 2020-03-31 | $24,941 | 724 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||