Marks Group Wealth Management, Inc

Position in USB — US Bancorp De

CIK 1802473 MINNETONKA, MN

Position in USB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$2,593,114

-$119,814 QoQ

Shares Held

49,858

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Mar 31, 2026

Marks Group Wealth Management, Inc holds $6,124,619 across 6 Banks - Regional names. USB ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	49,858	$2,593,114
2	THFF	First Financial Corp /In/	23,684	$1,496,828
3	NWG	NatWest Group plc	69,442	$1,034,685
4	FITB	Fifth Third Bancorp	8,665	$402,575
5	HDB	Hdfc Bank Ltd	12,806	$318,612
6	BAP	Credicorp Ltd	822	$278,805

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,593,114	49,858	-1.9%	Shares	Sole	2026-05-05
2025-12-31	$2,712,928	50,842	+8.7%	Shares	Sole	2026-02-11
2025-09-30	$2,260,828	46,779	+1.0%	Shares	Sole	2025-11-10
2025-06-30	$2,095,753	46,315	-3.0%	Shares	Sole	2025-07-22
2025-03-31	$2,016,595	47,764	+0.5%	Shares	Sole	2025-05-01
2024-12-31	$2,273,933	47,542	-1.1%	Shares	Other	2025-01-29
2024-09-30	$2,198,377	48,073	-0.9%	Shares	Other	2024-10-30
2024-06-30	$1,925,687	48,506	-1.4%	Shares	Sole	2024-08-14
2024-03-31	$2,197,987	49,172	-6.0%	Shares	Other	2024-04-29
2023-12-31	$2,264,582	52,324	-10.0%	Shares	Sole	2024-02-01
2023-09-30	$1,921,678	58,127	+159.9%	Shares	Other	2023-10-30
2023-06-30	$738,905	22,364	-5.7%	Shares	Other	2023-07-19
2023-03-31	$854,817	23,712	+10.7%	Shares	Other	2023-05-03
2022-12-31	$933,733	21,411	+0.1%	Shares	Other	2023-02-06
2022-09-30	$862,806	21,399	+0.3%	Shares	Other	2022-11-14
2022-06-30	$981,882	21,336	+0.9%	Shares	Other	2022-08-09
2022-03-31	$1,124,122	21,150	-1.5%	Shares	Sole	2022-05-10
2021-12-31	$1,205,801	21,467	+21.6%	Shares	Sole	2022-03-03
2021-09-30	$1,049,650	17,659	+346.3%	Shares	Sole	2021-11-15
2021-06-30	$225,430	3,957	-2.5%	Shares	Sole	2021-08-10
2021-03-31	$224,558	4,060	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.