Abound Wealth Management

Position in USB — US Bancorp De

CIK 1950323 FRANKLIN, TN

Position in USB

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

Position Value

$24,582

-$9,328 QoQ

Shares Held

407

-37.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,897

of 2,044 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $761,981 across 35 Banks - Regional names. USB ranks #9 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	2,395	$135,006
2	ZION	Zions Bancorporation, National Association /Ut/	1,934	$133,813
3	TFC	Truist Financial Corp	2,040	$101,632
4	NWBI	Northwest Bancshares, Inc.	6,518	$98,812
5	CBU	Community Financial System, Inc.	1,218	$81,752
6	HBAN	Huntington Bancshares Inc /Md/	4,153	$73,632
7	PNC	Pnc Financial Services Group, Inc.	169	$41,611
8	KEY	Keycorp /New/	1,208	$27,844

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,582	407	-37.6%	Shares	Sole	2026-07-10
2026-03-31	$33,910	652	+9.8%	Shares	Sole	2026-04-10
2025-12-31	$31,695	594	+1.7%	Shares	Sole	2026-01-12
2025-09-30	$28,224	584	+4.1%	Shares	Sole	2025-10-10
2025-06-30	$25,385	561	+19.9%	Shares	Sole	2025-07-14
2025-03-31	$19,758	468	-27.1%	Shares	Sole	2025-04-17
2024-12-31	$30,706	642	-34.4%	Shares	Sole	2025-01-13
2024-09-30	$44,769	979	+234.1%	Shares	Sole	2024-11-04
2024-06-30	$11,632	293	-4.2%	Shares	Sole	2024-08-09
2024-03-31	$13,678	306	+9.7%	Shares	Sole	2024-08-08
2023-12-31	$12,075	279	+0.4%	Shares	Sole	2024-08-08
2023-09-30	$9,190	278	-2.1%	Shares	Sole	2024-08-08
2023-06-30	$9,383	284	+13.6%	Shares	Sole	2024-08-08
2023-03-31	$9,012	250	+147.5%	Shares	Sole	2024-08-07
2022-12-31	$4,404	101	+4.1%	Shares	Sole	2024-08-07
2022-09-30	$3,911	97	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.