Aberdeen Wealth Management LLC

Position in USB — US Bancorp De

CIK 1802654 LAKE BLUFF, IL

Position in USB

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

Position Value

$231,452

-$55,851 QoQ

Shares Held

3,832

-30.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,640

of 2,047 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aberdeen Wealth Management LLC holds $454,487 across 6 Banks - Regional names. USB ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	3,832	$231,452
2	FITB	Fifth Third Bancorp	3,431	$193,404
3	CFFN	Capitol Federal Financial, Inc.	2,000	$17,020
4	TFSL	TFS Financial CORP	300	$5,316
5	WTFC	Wintrust Financial Corp	33	$5,303
6	TFC	Truist Financial Corp	40	$1,992

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,452	3,832	-30.6%	Shares	Sole	2026-08-13
2026-03-31	$287,303	5,524	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$294,493	5,519	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$266,443	5,513	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$249,237	5,508	-3.4%	Shares	Sole	2025-08-14
2025-03-31	$240,654	5,700	-5.9%	Shares	Sole	2025-05-16
2024-12-31	$289,801	6,059	+6.6%	Shares	Sole	2025-02-21
2024-09-30	$260,020	5,686	+0.1%	Shares	Sole	2024-11-08
2024-06-30	$225,456	5,679	-0.6%	Shares	Sole	2024-08-02
2024-03-31	$255,281	5,711	-0.6%	Shares	Sole	2024-05-14
2023-12-31	$248,686	5,746	-3.0%	Shares	Sole	2024-02-14
2023-03-31	$213,488	5,922	-33.6%	Shares	Sole	2023-05-15
2022-12-31	$388,826	8,916	+49.3%	Shares	Sole	2023-02-14
2022-09-30	$240,710	5,970	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$274,463	5,964	+0.1%	Shares	Sole	2022-08-10
2022-03-31	$316,720	5,959	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$334,436	5,954	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$353,668	5,950	-5.5%	Shares	Sole	2021-11-15
2021-06-30	$358,626	6,295	+0.1%	Shares	Sole	2021-07-23
2021-03-31	$347,955	6,291	-0.9%	Shares	Sole	2021-05-13
2020-12-31	$295,753	6,348	+1.1%	Shares	Sole	2021-02-10
2020-09-30	$225,138	6,280	-11.8%	Shares	Sole	2020-11-13
2020-06-30	$262,195	7,121	+6.6%	Shares	Sole	2020-08-13
2020-03-31	$230,229	6,683	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.