Hoxton Planning & Management, LLC

Position in USB — US Bancorp De

CIK 1954782 SHEPHERDSTOWN, WV

Position in USB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$420,263

+$63,007 QoQ

Shares Held

6,958

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,324

of 2,047 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $3,501,629 across 8 Banks - Regional names. USB ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHBI	Shore Bancshares Inc	66,634	$1,529,250
2	TFC	Truist Financial Corp	9,005	$448,629
3	USB	US Bancorp De This page	6,958	$420,263
4	CFG	Citizens Financial Group Inc/Ri	4,742	$332,271
5	RF	Regions Financial Corp	8,425	$254,435
6	UBSI	United Bankshares Inc/Wv	5,198	$238,224
7	PNC	Pnc Financial Services Group, Inc.	879	$216,427
8	LYG	Lloyds Banking Group plc	10,657	$62,130

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,263	6,958	+1.3%	Shares	Sole	2026-07-16
2026-03-31	$357,256	6,869	-0.9%	Shares	Sole	2026-04-20
2025-12-31	$369,998	6,934	-1.2%	Shares	Sole	2026-02-11
2025-09-30	$339,324	7,021	+3.4%	Shares	Sole	2025-10-27
2025-06-30	$307,111	6,787	+0.2%	Shares	Sole	2025-08-06
2025-03-31	$285,956	6,773	-1.4%	Shares	Sole	2025-05-08
2024-12-31	$328,496	6,868	+4.1%	Shares	Sole	2025-09-08
2024-09-30	$301,680	6,597	+5.3%	Shares	Sole	2024-10-08
2024-06-30	$248,680	6,264	+0.6%	Shares	Sole	2024-07-19
2024-03-31	$278,391	6,228	+5.2%	Shares	Sole	2024-04-12
2023-12-31	$256,304	5,922	-13.7%	Shares	Sole	2024-01-30
2023-09-30	$226,890	6,863	+0.8%	Shares	Sole	2023-10-27
2023-06-30	$225,002	6,810	+40.3%	Shares	Sole	2023-07-20
2022-12-31	$211,726	4,855	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.