Fi3 FINANCIAL ADVISORS, LLC

Position in USB — US Bancorp De

CIK 1862427 INDIANAPOLIS, IN

Position in USB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$124,846

-$91,203 QoQ

Shares Held

2,067

-50.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,758

of 2,047 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $856,481 across 4 Banks - Regional names. USB ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	7,016	$491,611
2	LKFN	Lakeland Financial Corp	2,213	$136,586
3	USB	US Bancorp De This page	2,067	$124,846
4	FITB	Fifth Third Bancorp	1,835	$103,438

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,846	2,067	-50.2%	Shares	Sole	2026-08-14
2026-03-31	$216,049	4,154	-16.2%	Shares	Sole	2026-05-07
2025-12-31	$264,558	4,958	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.