Position in USB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$487,186
+$62,057 QoQ
Shares Held
8,066
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,246
of 2,044 holders
Holding Since
Dec 2024
7 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, 2026GENESIS PRIVATE WEALTH, LLC holds $919,302 across 2 Banks - Regional names. USB ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
8,066 | $487,186 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,755 | $432,116 |
All Filings in USB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,186 | 8,066 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $425,129 | 8,174 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $445,449 | 8,348 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $394,421 | 8,161 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $330,189 | 7,297 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $274,303 | 6,497 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $353,272 | 7,386 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||