Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,189,998
+$1,337,317 QoQ
Shares Held
135,596
+2.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#400
of 2,044 holders
Holding Since
Dec 2022
13 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, 2026LMG Wealth Partners, LLC holds $8,189,998 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
135,596 | $8,189,998 |
All Filings in USB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,189,998 | 135,596 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,852,681 | 131,757 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,806,388 | 127,556 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,364,046 | 131,679 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,919,288 | 130,813 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,397,151 | 127,834 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,088,137 | 127,287 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,781,643 | 126,430 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,921,331 | 123,963 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,235,548 | 94,755 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,654,807 | 107,551 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,366,565 | 101,832 | Shares | Sole | 2023-10-16 | |
| 2022-12-31 | $221,931 | 5,089 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||