LifeSteps Financial, Inc.

Position in USB — US Bancorp De

CIK 1801373 CLAREMONT, CA

Position in USB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$3,042,589

+$422,378 QoQ

Shares Held

50,374

-0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.16%

of 13F equity value

Holder Rank

#620

of 2,047 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $3,532,128 across 17 Banks - Regional names. USB ranks #1 (86.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	50,374	$3,042,589
2	SFBS	ServisFirst Bancshares, Inc.	3,000	$260,250
3	CVBF	Cvb Financial Corp	7,500	$169,125
4	FITB	Fifth Third Bancorp	198	$11,161
5	SHBI	Shore Bancshares Inc	459	$10,534
6	UBSI	United Bankshares Inc/Wv	158	$7,241
7	TBBK	Bancorp, Inc.	85	$5,324
8	TFC	Truist Financial Corp	85	$4,234

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,042,589	50,374	-0.0%	Shares	Sole	2026-07-17
2026-03-31	$2,620,211	50,379	-0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,688,810	50,390	-0.7%	Shares	Sole	2026-01-28
2025-09-30	$2,451,394	50,722	-0.1%	Shares	Sole	2025-10-16
2025-06-30	$2,296,709	50,756	-1.2%	Shares	Sole	2025-07-23
2025-03-31	$2,168,883	51,371	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$2,459,275	51,417	+1.2%	Shares	Sole	2025-02-03
2024-09-30	$2,323,861	50,817	0.0%	Shares	Sole	2024-10-16
2024-06-30	$2,017,434	50,817	0.0%	Shares	Sole	2024-07-17
2024-03-31	$2,271,519	50,817	0.0%	Shares	Sole	2024-04-26
2023-12-31	$2,199,359	50,817	0.0%	Shares	Sole	2024-01-19
2023-09-30	$1,680,010	50,817	0.0%	Shares	Sole	2023-10-25
2023-06-30	$1,678,993	50,817	+0.5%	Shares	Sole	2023-07-14
2023-03-31	$1,822,940	50,567	-0.5%	Shares	Sole	2023-04-12
2022-12-31	$2,216,129	50,817	+0.4%	Shares	Sole	2023-01-18
2022-09-30	$2,040,877	50,617	+2.0%	Shares	Sole	2022-10-14
2022-06-30	$2,283,374	49,617	0.0%	Shares	Sole	2022-07-13
2022-03-31	$2,637,143	49,617	0.0%	Shares	Sole	2022-04-12
2021-12-31	$2,786,986	49,617	0.0%	Shares	Sole	2022-01-26
2021-09-30	$2,949,234	49,617	0.0%	Shares	Sole	2021-10-06
2021-06-30	$2,826,680	49,617	0.0%	Shares	Sole	2021-07-09
2021-03-31	$2,744,316	49,617	0.0%	Shares	Sole	2021-04-20
2020-12-31	$2,311,656	49,617	-0.1%	Shares	Sole	2021-01-25
2020-09-30	$1,780,024	49,652	0.0%	Shares	Sole	2020-10-21
2020-06-30	$1,828,186	49,652	0.0%	Shares	Sole	2020-08-05
2020-03-31	$1,710,511	49,652	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.