Morton Brown Family Wealth, LLC

Position in USB — US Bancorp De

CIK 1909851 ALLENTOWN, PA

Position in USB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$20,777

+$3,042 QoQ

Shares Held

344

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,916

of 2,047 holders

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $267,483 across 6 Banks - Regional names. USB ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	2,835	$159,808
2	TFC	Truist Financial Corp	1,104	$55,001
3	KEY	Keycorp /New/	1,116	$25,723
4	USB	US Bancorp De This page	344	$20,777
5	UBSI	United Bankshares Inc/Wv	124	$5,682
6	PNC	Pnc Financial Services Group, Inc.	2	$492

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,777	344	+0.9%	Shares	Sole	2026-07-21
2026-03-31	$17,735	341	+1.2%	Shares	Sole	2026-04-21
2025-12-31	$17,982	337	+0.9%	Shares	Sole	2026-01-28
2025-09-30	$16,142	334	+1.2%	Shares	Sole	2025-10-21
2025-06-30	$14,932	330	+1.2%	Shares	Sole	2025-07-24
2025-03-31	$13,763	326	+0.9%	Shares	Sole	2025-04-25
2024-12-31	$15,449	323	-18.0%	Shares	Sole	2025-01-31
2024-09-30	$18,017	394	+23.5%	Shares	Sole	2024-10-24
2024-06-30	$12,664	319	+2.2%	Shares	Sole	2024-07-30
2024-03-31	$13,946	312	+1.3%	Shares	Sole	2024-04-23
2023-12-31	$13,330	308	+266.7%	Shares	Sole	2024-01-29
2022-09-30	$3,386	84	—	Shares	Sole	2022-10-31
No filing history on record for this holder in this stock.