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Equibles

Marks Group Wealth Management, Inc

Position in USB — US Bancorp \De\

CIK 1802473 MINNETONKA, MN
Back to USB Full portfolio

Position in USB

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$3,011,846
+$418,732 QoQ
Shares Held
49,865
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#626
of 2,063 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in USB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $5,626,564 across 4 Banks - Regional names. USB ranks #1 (53.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
This page 		49,865 $3,011,846
2 THFF
First Financial Corp /In/
 23,684 $1,834,088
3 FITB
Fifth Third Bancorp
 8,665 $488,446
4 BAP
Credicorp Ltd
 750 $292,184

All Filings in USB

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,011,846 49,865
2026-03-31 $2,593,114 49,858
2025-12-31 $2,712,928 50,842
2025-09-30 $2,260,828 46,779
2025-06-30 $2,095,753 46,315
2025-03-31 $2,016,595 47,764
2024-12-31 $2,273,933 47,542
2024-09-30 $2,198,377 48,073
2024-06-30 $1,925,687 48,506
2024-03-31 $2,197,987 49,172
2023-12-31 $2,264,582 52,324
2023-09-30 $1,921,678 58,127
2023-06-30 $738,905 22,364
2023-03-31 $854,817 23,712
2022-12-31 $933,733 21,411
2022-09-30 $862,806 21,399
2022-06-30 $981,882 21,336
2022-03-31 $1,124,122 21,150
2021-12-31 $1,205,801 21,467
2021-09-30 $1,049,650 17,659
2021-06-30 $225,430 3,957
2021-03-31 $224,558 4,060