Goodman Advisory Group, LLC

Position in USB — US Bancorp De

CIK 1864123 NEEDHAM, MA

Position in USB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,138,399

+$2,759,321 QoQ

Shares Held

151,298

+23.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

4.80%

of 13F equity value

Holder Rank

#385

of 2,047 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Goodman Advisory Group, LLC holds $9,138,399 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	USB	US Bancorp De This page	151,298	$9,138,399

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,138,399	151,298	+23.4%	Shares	Sole	2026-08-12
2026-03-31	$6,379,078	122,651	-31.0%	Shares	Sole	2026-04-22
2025-12-31	$9,491,303	177,873	-8.3%	Shares	Sole	2026-02-11
2025-09-30	$9,377,711	194,035	+30.5%	Shares	Sole	2025-11-13
2025-06-30	$6,727,317	148,670	+48.7%	Shares	Sole	2025-08-18
2025-03-31	$4,219,973	99,952	-12.8%	Shares	Sole	2025-05-15
2024-12-31	$5,484,283	114,662	-5.3%	Shares	Sole	2025-02-13
2024-09-30	$5,536,348	121,066	+6.1%	Shares	Sole	2024-11-15
2024-06-30	$4,529,373	114,090	+0.7%	Shares	Sole	2024-08-15
2024-03-31	$5,066,610	113,347	+9.2%	Shares	Sole	2024-05-15
2023-12-31	$4,494,065	103,837	-42.5%	Shares	Sole	2024-01-31
2023-09-30	$5,969,280	180,559	-10.6%	Shares	Sole	2023-10-11
2023-06-30	$6,672,229	201,944	+243206.0%	Shares	Sole	2023-08-11
2023-03-31	$2,992	83	0.0%	Shares	Sole	2023-05-15
2022-12-31	$3,619	83	0.0%	Shares	Sole	2023-01-20
2022-09-30	$3,346	83	0.0%	Shares	Sole	2022-10-17
2022-06-30	$3,819	83	—	Shares	Sole	2022-08-03
No filing history on record for this holder in this stock.