McGlone Suttner Wealth Management, Inc.

Position in USB — US Bancorp De

CIK 1964819 APPLETON, WI

Position in USB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,124,527

+$204,523 QoQ

Shares Held

18,618

+5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#287

of 827 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $4,105,412 across 7 Banks - Regional names. USB ranks #1 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	18,618	$1,124,527
2	BFC	Bank First Corp	4,875	$723,206
3	NIC	Nicolet Bankshares Inc	4,120	$681,406
4	PNC	Pnc Financial Services Group, Inc.	2,101	$517,308
5	FITB	Fifth Third Bancorp	9,152	$515,898
6	CFG	Citizens Financial Group Inc/Ri	4,153	$291,000
7	ASB	Associated Banc-Corp	8,192	$252,067

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,124,527	18,618	+5.3%	Shares	Sole	2026-07-21
2026-03-31	$920,004	17,689	+5.9%	Shares	Sole	2026-04-21
2025-12-31	$891,325	16,704	+4.9%	Shares	Sole	2026-01-15
2025-09-30	$769,510	15,922	+4.4%	Shares	Sole	2025-10-20
2025-06-30	$689,972	15,248	+7.5%	Shares	Sole	2025-07-14
2025-03-31	$598,637	14,179	+37.1%	Shares	Sole	2025-04-29
2024-12-31	$494,610	10,341	+6.5%	Shares	Sole	2025-01-21
2024-09-30	$443,946	9,708	-2.9%	Shares	Sole	2024-10-10
2024-06-30	$396,801	9,995	-9.3%	Shares	Sole	2024-07-18
2024-03-31	$492,459	11,017	+10.2%	Shares	Sole	2024-04-18
2023-12-31	$432,583	9,995	+8.4%	Shares	Sole	2024-01-18
2023-09-30	$304,747	9,218	+4.0%	Shares	Sole	2023-10-19
2023-06-30	$292,965	8,867	+3.8%	Shares	Sole	2023-07-25
2023-03-31	$307,975	8,543	+10.9%	Shares	Sole	2023-04-20
2022-12-31	$336,058	7,706	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.