BAKER TILLY WEALTH MANAGEMENT, LLC

Position in USB — US Bancorp De

CIK 1840565 MADISON, WI

Position in USB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$201,494

-$437,179 QoQ

Shares Held

3,336

-76.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,717

of 2,047 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,235,087 across 3 Banks - Regional names. USB ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNFP	Pinnacle Financial Partners, Inc.	5,728	$577,840
2	PNC	Pnc Financial Services Group, Inc.	1,851	$455,753
3	USB	US Bancorp De This page	3,336	$201,494

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,494	3,336	-76.7%	Shares	Sole	2026-07-17
2024-03-31	$638,673	14,288	-9.1%	Shares	Sole	2024-05-09
2023-12-31	$680,015	15,712	+14.2%	Shares	Sole	2024-01-10
2023-09-30	$454,674	13,753	+24.1%	Shares	Sole	2023-10-10
2023-06-30	$366,116	11,081	-75.0%	Shares	Sole	2023-07-20
2023-03-31	$1,600,908	44,408	+1.3%	Shares	Sole	2023-04-12
2022-12-31	$1,910,946	43,819	-28.8%	Shares	Sole	2023-01-26
2022-09-30	$2,483,026	61,583	+2.3%	Shares	Sole	2022-10-20
2022-06-30	$2,771,140	60,216	+3.8%	Shares	Sole	2022-07-28
2022-03-31	$3,082,434	57,995	+45.4%	Shares	Sole	2022-04-27
2021-12-31	$2,239,947	39,878	+8.2%	Shares	Sole	2022-02-08
2021-09-30	$2,190,898	36,859	+11.0%	Shares	Sole	2021-11-02
2021-06-30	$1,891,404	33,200	+15.4%	Shares	Sole	2021-07-30
2021-03-31	$1,591,047	28,766	+35.3%	Shares	Sole	2021-04-28
2020-12-31	$990,270	21,255	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.