Paragon Private Wealth Management, LLC

Position in USB — US Bancorp De

CIK 1922684 LEXINGTON, KY

Position in USB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$244,257

+$32,265 QoQ

Shares Held

4,044

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,609

of 2,047 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

Paragon Private Wealth Management, LLC holds $1,447,231 across 3 Banks - Regional names. USB ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	19,397	$966,358
2	USB	US Bancorp De This page	4,044	$244,257
3	PNC	Pnc Financial Services Group, Inc.	961	$236,616

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,257	4,044	-0.8%	Shares	Sole	2026-07-28
2026-03-31	$211,992	4,076	+0.2%	Shares	Sole	2026-05-19
2025-12-31	$217,121	4,069	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.