Intergy Private Wealth, LLC

Position in USB — US Bancorp De

CIK 1911342 COLORADO SPRINGS, CO

Position in USB

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

Position Value

$295,054

+$34,432 QoQ

Shares Held

4,885

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,494

of 2,044 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $4,584,896 across 5 Banks - Regional names. USB ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	14,529	$3,577,330
2	HBAN	Huntington Bancshares Inc /Md/	22,328	$395,875
3	USB	US Bancorp De This page	4,885	$295,054
4	TFC	Truist Financial Corp	4,464	$222,396
5	LYG	Lloyds Banking Group plc	16,165	$94,241

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,054	4,885	-2.5%	Shares	Sole	2026-07-17
2026-03-31	$260,622	5,011	+16.1%	Shares	Sole	2026-04-16
2025-12-31	$230,248	4,315	—	Shares	Sole	2026-01-22
No filing history on record for this holder in this stock.