Balboa Wealth Partners

Position in USB — US Bancorp De

CIK 1929008 SCOTTSDALE, AZ

Position in USB

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

Position Value

$236,949

-$18,940 QoQ

Shares Held

3,923

-20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,624

of 2,047 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Balboa Wealth Partners holds $1,904,801 across 4 Banks - Regional names. USB ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMBC	Southern Missouri Bancorp, Inc.	12,943	$986,386
2	HBAN	Huntington Bancshares Inc /Md/	26,354	$467,256
3	USB	US Bancorp De This page	3,923	$236,949
4	MCB	Metropolitan Bank Holding Corp.	2,169	$214,210

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,949	3,923	-20.3%	Shares	Sole	2026-08-10
2026-03-31	$255,889	4,920	+4.0%	Shares	Sole	2026-04-16
2025-12-31	$252,499	4,732	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.