Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$317,522
+$36,721 QoQ
Shares Held
5,257
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,455
of 2,044 holders
Holding Since
Dec 2022
15 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, 2026Phillips Wealth Planners LLC holds $3,190,638 across 7 Banks - Regional names. USB ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 2 | EWBC |
East West Bancorp Inc
|
3,419 | $441,358 | |
| 3 | TFC |
Truist Financial Corp
|
6,595 | $328,562 | |
| 4 | USB |
US Bancorp De
This page
|
5,257 | $317,522 | |
| 5 | WTFC |
Wintrust Financial Corp
|
1,704 | $273,866 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
1,555 | $240,278 | |
| 7 | FHN |
First Horizon Corp
|
8,948 | $229,426 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,522 | 5,257 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $280,801 | 5,399 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $294,013 | 5,510 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $264,316 | 5,469 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $396,209 | 8,756 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $504,866 | 11,958 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $564,346 | 11,799 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $551,320 | 12,056 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $468,976 | 11,813 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $513,245 | 11,482 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $449,462 | 10,385 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $381,314 | 11,534 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $371,468 | 11,243 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $399,974 | 11,095 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $511,676 | 11,733 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||