MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in USB — US Bancorp De

CIK 1965241 ST. LOUIS, MO

Position in USB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$401,725

-$14,963 QoQ

Shares Held

7,724

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $5,984,743 across 5 Banks - Regional names. USB ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBSH	Commerce Bancshares Inc /Mo/	68,900	$3,389,880
2	EFSC	Enterprise Financial Services Corp	32,696	$1,769,180
3	USB	US Bancorp De This page	7,724	$401,725
4	THFF	First Financial Corp /In/	3,516	$222,211
5	COLB	Columbia Banking System, Inc.	7,355	$201,747

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$401,725	7,724	-1.1%	Shares	Sole	2026-04-30
2025-12-31	$416,688	7,809	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$377,167	7,804	+2.1%	Shares	Sole	2025-11-12
2025-06-30	$345,710	7,640	+1.1%	Shares	Sole	2025-08-11
2025-03-31	$319,014	7,556	-1.8%	Shares	Sole	2025-05-02
2024-12-31	$368,051	7,695	-2.4%	Shares	Sole	2025-02-18
2024-09-30	$360,443	7,882	-58.7%	Shares	Sole	2024-11-13
2024-06-30	$757,714	19,086	-2.1%	Shares	Sole	2024-08-06
2024-03-31	$871,068	19,487	+1.4%	Shares	Sole	2024-06-13
2023-12-31	$831,971	19,223	+1.4%	Shares	Sole	2024-02-13
2023-09-30	$626,751	18,958	0.0%	Shares	Sole	2023-11-01
2023-06-30	$626,372	18,958	-0.0%	Shares	Sole	2023-08-08
2023-03-31	$683,616	18,963	+0.0%	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.