Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$791,360
-$26,341 QoQ
Shares Held
13,102
-16.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#1,049
of 2,044 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Axim Planning & Wealth holds $993,645 across 2 Banks - Regional names. USB ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
13,102 | $791,360 | |
| 2 | LCNB |
Lcnb Corp
|
11,500 | $202,285 |
All Filings in USB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,360 | 13,102 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $817,701 | 15,722 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $838,925 | 15,722 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $759,844 | 15,722 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $697,890 | 15,423 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $651,159 | 15,423 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $737,682 | 15,423 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $705,293 | 15,423 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $612,293 | 15,423 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $689,408 | 15,423 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $671,835 | 15,523 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $518,446 | 15,682 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $512,879 | 15,523 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $555,999 | 15,423 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $672,597 | 15,423 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $621,855 | 15,423 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||