WealthPlan Investment Management, LLC

Position in USB — US Bancorp De

CIK 1929986 OMAHA, NE

Position in USB

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

Position Value

$303,389

+$52,129 QoQ

Shares Held

5,023

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,475

of 2,047 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $7,499,248 across 5 Banks - Regional names. USB ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFR	Cullen/Frost Bankers, Inc.	21,502	$3,322,489
2	PNC	Pnc Financial Services Group, Inc.	12,380	$3,048,202
3	UMBF	Umb Financial Corp	4,154	$593,025
4	USB	US Bancorp De This page	5,023	$303,389
5	VLY	Valley National Bancorp	15,846	$232,143

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,389	5,023	+4.0%	Shares	Sole	2026-07-28
2026-03-31	$251,260	4,831	+18.5%	Shares	Sole	2026-04-29
2025-12-31	$217,495	4,076	-14.3%	Shares	Sole	2026-02-05
2024-03-31	$212,682	4,758	-63.7%	Shares	Sole	2024-05-16
2023-12-31	$566,621	13,092	+94.5%	Shares	Sole	2024-01-05
2023-09-30	$222,526	6,731	+105.0%	Shares	Sole	2023-11-15
2023-06-30	$108,470	3,283	-5.0%	Shares	Sole	2023-08-14
2023-03-31	$124,516	3,454	-79.0%	Shares	Sole	2023-05-08
2022-12-31	$717,733	16,458	-0.5%	Shares	Other	2023-02-15
2022-09-30	$667,094	16,545	+1.4%	Shares	Other	2022-12-12
2022-03-31	$867,460	16,321	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.