Journey Advisory Group, LLC

Position in USB — US Bancorp De

CIK 1840085 COVINGTON, KY

Position in USB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,969,462

+$270,972 QoQ

Shares Held

32,607

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#740

of 2,044 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Journey Advisory Group, LLC holds $3,177,817 across 3 Banks - Regional names. USB ranks #1 (62.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	32,607	$1,969,462
2	PNC	Pnc Financial Services Group, Inc.	3,917	$964,443
3	FITB	Fifth Third Bancorp	4,327	$243,912

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,969,462	32,607	-0.2%	Shares	Sole	2026-08-04
2026-03-31	$1,698,490	32,657	-3.7%	Shares	Sole	2026-05-05
2025-12-31	$1,809,971	33,920	+1.4%	Shares	Sole	2026-01-27
2025-09-30	$1,616,396	33,445	-2.5%	Shares	Sole	2025-11-10
2025-06-30	$1,552,210	34,303	-0.2%	Shares	Sole	2025-07-30
2025-03-31	$1,451,776	34,386	-1.8%	Shares	Sole	2025-05-13
2024-12-31	$1,674,958	35,019	0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,601,418	35,019	+4.8%	Shares	Sole	2024-11-12
2024-06-30	$1,326,734	33,419	-10.8%	Shares	Sole	2024-08-02
2024-03-31	$1,674,819	37,468	+0.0%	Shares	Sole	2024-05-09
2023-12-31	$1,621,052	37,455	-0.9%	Shares	Sole	2024-02-14
2023-09-30	$1,249,833	37,805	+1.9%	Shares	Sole	2023-11-15
2023-06-30	$1,225,949	37,105	-14.2%	Shares	Sole	2023-08-09
2023-03-31	$1,558,585	43,234	-4.1%	Shares	Sole	2023-05-04
2022-12-31	$1,966,723	45,098	+2.4%	Shares	Sole	2023-02-07
2022-09-30	$1,774,886	44,020	+0.0%	Shares	Sole	2022-11-09
2022-06-30	$2,025,294	44,009	+34.7%	Shares	Sole	2022-08-02
2022-03-31	$1,736,410	32,670	+70.9%	Shares	Sole	2022-05-13
2021-12-31	$1,073,745	19,116	+43.9%	Shares	Sole	2022-02-11
2021-09-30	$789,779	13,287	+8.6%	Shares	Sole	2021-11-12
2021-06-30	$696,743	12,230	-3.9%	Shares	Sole	2021-08-13
2021-03-31	$703,985	12,728	-73.8%	Shares	Sole	2021-05-11
2020-12-31	$2,260,174	48,512	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.