Bradley & Co. Private Wealth Management, LLC

Position in USB — US Bancorp De

CIK 1861678 MIAMI, FL

Position in USB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$15,885

+$2,207 QoQ

Shares Held

263

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,936

of 2,047 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bradley & Co. Private Wealth Management, LLC holds $35,894 across 3 Banks - Regional names. USB ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	263	$15,885
2	PNC	Pnc Financial Services Group, Inc.	60	$14,773
3	MTB	M&T Bank Corp	22	$5,236

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,885	263	0.0%	Shares	Sole	2026-08-10
2026-03-31	$13,678	263	0.0%	Shares	Sole	2026-05-13
2025-12-31	$14,033	263	0.0%	Shares	Sole	2026-02-11
2025-09-30	$12,710	263	0.0%	Shares	Other	2025-11-12
2025-06-30	$11,900	263	0.0%	Shares	Sole	2025-08-07
2025-03-31	$11,103	263	0.0%	Shares	Sole	2025-05-01
2024-12-31	$12,579	263	0.0%	Shares	Sole	2025-02-04
2024-06-30	$10,441	263	0.0%	Shares	Sole	2024-07-31
2024-03-31	$11,756	263	0.0%	Shares	Sole	2024-04-29
2023-12-31	$11,382	263	0.0%	Shares	Sole	2024-02-02
2023-09-30	$8,694	263	0.0%	Shares	Sole	2023-10-27
2023-06-30	$8,689	263	0.0%	Shares	Sole	2023-07-25
2023-03-31	$9,481	263	0.0%	Shares	Sole	2023-05-09
2022-12-31	$11,469	263	0.0%	Shares	Other	2023-02-13
2022-09-30	$10,604	263	0.0%	Shares	Sole	2022-10-21
2022-06-30	$12,103	263	+31.5%	Shares	Sole	2022-07-25
2022-03-31	$10,630	200	0.0%	Shares	Other	2022-05-06
2021-12-31	$11,234	200	0.0%	Shares	Other	2022-01-21
2021-09-30	$11,888	200	0.0%	Shares	Other	2021-11-05
2021-06-30	$11,394	200	0.0%	Shares	Other	2021-08-09
2021-03-31	$11,062	200	—	Shares	Other	2021-05-12
No filing history on record for this holder in this stock.