Portside Wealth Group, LLC

Position in USB — US Bancorp De

CIK 1978608 Provo, UT

Position in USB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,480,204

+$374,632 QoQ

Shares Held

41,063

+1.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#674

of 2,047 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $5,678,183 across 9 Banks - Regional names. USB ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	41,063	$2,480,204
2	ABCB	Ameris Bancorp	7,549	$681,372
3	AUB	Atlantic Union Bankshares Corp	13,747	$581,635
4	PNC	Pnc Financial Services Group, Inc.	2,220	$546,607
5	UMBF	Umb Financial Corp	2,917	$416,430
6	LYG	Lloyds Banking Group plc	54,931	$320,247
7	KEY	Keycorp /New/	10,802	$248,986
8	FITB	Fifth Third Bancorp	3,731	$210,315

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,480,204	41,063	+1.4%	Shares	Other	2026-07-14
2026-03-31	$2,105,572	40,484	-9.6%	Shares	Sole	2026-05-12
2025-12-31	$2,388,553	44,763	-0.8%	Shares	Other	2026-01-21
2025-09-30	$2,181,470	45,137	+6.4%	Shares	Sole	2025-11-05
2025-06-30	$1,919,866	42,428	+3.1%	Shares	Other	2025-08-11
2025-03-31	$1,738,112	41,168	+5.3%	Shares	Sole	2025-04-14
2024-12-31	$1,870,439	39,106	-4.0%	Shares	Other	2025-04-14
2024-09-30	$1,862,032	40,718	+7.1%	Shares	Other	2024-10-31
2024-06-30	$1,509,473	38,022	-6.5%	Shares	Other	2024-07-18
2024-03-31	$1,816,831	40,645	-21.4%	Shares	Other	2024-04-17
2023-12-31	$2,237,273	51,693	+2.5%	Shares	Other	2024-01-16
2023-09-30	$1,667,910	50,451	+23.5%	Shares	Other	2023-10-27
2023-06-30	$1,349,882	40,856	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.