Position in USB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$493,468
+$91,743 QoQ
Shares Held
8,170
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,245
of 2,052 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $8,706,558 across 7 Banks - Regional names. USB ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
75,783 | $4,376,468 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
35,922 | $2,366,541 | |
| 3 | CBC |
Central Bancompany, Inc.
|
19,500 | $592,410 | |
| 4 | USB |
US Bancorp De
This page
|
8,170 | $493,468 | |
| 5 | TFC |
Truist Financial Corp
|
7,310 | $364,184 | |
| 6 | THFF |
First Financial Corp /In/
|
3,516 | $272,279 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,526 | $241,208 |
All Filings in USB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,468 | 8,170 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $401,725 | 7,724 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $416,688 | 7,809 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $377,167 | 7,804 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $345,710 | 7,640 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $319,014 | 7,556 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $368,051 | 7,695 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $360,443 | 7,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $757,714 | 19,086 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $871,068 | 19,487 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $831,971 | 19,223 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $626,751 | 18,958 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $626,372 | 18,958 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $683,616 | 18,963 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $826,758 | 18,958 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||