Position in USB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$61,111
+$8,712 QoQ
Shares Held
1,175
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cornerstone Planning Group LLC holds $1,248,637 across 65 Banks - Regional names. USB ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
5,600 | $260,176 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
7,724 | $230,020 | |
| 3 | FNB |
Fnb Corp/Pa/
|
11,390 | $190,440 | |
| 4 | USB |
US Bancorp De
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|
1,175 | $61,111 | |
| 5 | FCF |
First Commonwealth Financial Corp /Pa/
|
3,034 | $53,337 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
216 | $44,947 | |
| 7 | NFBK |
Northfield Bancorp, Inc.
|
2,618 | $35,447 | |
| 8 | IBN |
Icici Bank Ltd
|
1,332 | $34,498 |
All Filings in USB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,111 | 1,175 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $52,399 | 982 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $338 | 7 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,009 | 398 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,762 | 776 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $17,027 | 356 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $15,731 | 344 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $15,086 | 380 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,952 | 424 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,241 | 537 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $18,645 | 564 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $35,385 | 1,071 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $72,872 | 1,671 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||