FIDUCIARY FINANCIAL GROUP, LLC

Position in USB — US Bancorp De

CIK 1925420 SAN RAFAEL, CA

Position in USB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$586,121

+$111,530 QoQ

Shares Held

9,704

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,165

of 2,022 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $1,774,591 across 5 Banks - Regional names. USB ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	9,704	$586,121
2	PNC	Pnc Financial Services Group, Inc.	2,205	$542,915
3	BMRC	Bank of Marin Bancorp	14,069	$389,711
4	MFG	Mizuho Financial Group Inc	15,735	$150,741
5	LYG	Lloyds Banking Group plc	18,028	$105,103

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$586,121	9,704	+6.3%	Shares	Sole	2026-07-10
2026-03-31	$474,591	9,125	-4.9%	Shares	Sole	2026-04-13
2025-12-31	$511,775	9,591	-2.5%	Shares	Sole	2026-01-12
2025-09-30	$475,470	9,838	+0.8%	Shares	Sole	2025-10-10
2025-06-30	$441,594	9,759	+5.2%	Shares	Sole	2025-07-03
2025-03-31	$391,717	9,278	-0.6%	Shares	Sole	2025-04-15
2024-12-31	$446,588	9,337	+1.0%	Shares	Sole	2025-01-14
2024-09-30	$422,773	9,245	+6.5%	Shares	Sole	2024-10-10
2024-06-30	$344,556	8,679	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.