Position in USB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$647,125
+$90,410 QoQ
Shares Held
10,714
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,132
of 2,044 holders
Holding Since
Dec 2021
15 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, 2026Future Financial Wealth Managment LLC holds $1,032,060 across 2 Banks - Regional names. USB ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
10,714 | $647,125 | |
| 2 | KEY |
Keycorp /New/
|
16,700 | $384,935 |
All Filings in USB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,125 | 10,714 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $556,715 | 10,704 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $570,631 | 10,694 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $516,841 | 10,694 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $483,903 | 10,694 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $451,500 | 10,694 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $511,494 | 10,694 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $517,617 | 11,319 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $449,721 | 11,328 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $498,449 | 11,151 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $478,633 | 11,059 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $263,223 | 7,962 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $259,231 | 7,846 | Shares | Sole | 2023-07-18 | |
| 2022-03-31 | $106,778 | 2,009 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $117,788 | 2,097 | Shares | Sole | 2022-01-07 | |
| No filing history on record for this holder in this stock. | ||||||