SteelPeak Wealth, LLC

Position in USB — US Bancorp De

CIK 1801868 WOODLAND HILLS, CA

Position in USB

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$670,621

+$87,901 QoQ

Shares Held

11,103

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,117

of 2,047 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

SteelPeak Wealth, LLC holds $6,593,360 across 4 Banks - Regional names. USB ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	20,463	$4,870,398
2	BAP	Credicorp Ltd	2,419	$942,394
3	USB	US Bancorp De This page	11,103	$670,621
4	LYG	Lloyds Banking Group plc	18,859	$109,947

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,621	11,103	-0.9%	Shares	Sole	2026-07-13
2026-03-31	$582,720	11,204	-12.5%	Shares	Sole	2026-05-05
2025-12-31	$683,274	12,805	-92.7%	Shares	Sole	2026-01-20
2025-09-30	$8,530,245	176,500	+757.8%	Shares	Sole	2025-10-21
2025-06-30	$931,018	20,575	-89.6%	Shares	Sole	2025-07-23
2025-03-31	$8,357,364	197,948	+9.8%	Shares	Sole	2025-05-01
2024-12-31	$8,623,366	180,292	+1131.4%	Shares	Sole	2025-01-23
2024-09-30	$669,532	14,641	-85.8%	Shares	Sole	2024-10-25
2024-06-30	$4,100,930	103,298	-3.0%	Shares	Sole	2024-07-17
2024-03-31	$4,758,002	106,443	-45.9%	Shares	Sole	2024-04-18
2023-12-31	$8,510,579	196,640	+1087.7%	Shares	Sole	2024-01-24
2023-09-30	$547,341	16,556	+14.6%	Shares	Sole	2023-11-03
2023-06-30	$477,196	14,443	+126.1%	Shares	Sole	2023-08-03
2020-12-31	$297,570	6,387	-6.1%	Shares	Sole	2021-02-04
2020-09-30	$243,780	6,800	-20.9%	Shares	Sole	2020-10-26
2020-06-30	$316,652	8,600	-42.3%	Shares	Sole	2020-07-21
2020-03-31	$513,305	14,900	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.