Compound Planning, Inc.

Position in USB — US Bancorp De

CIK 1978879 NEW YORK, NY

Position in USB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,335,303

-$210,108 QoQ

Shares Held

25,674

-11.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

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

Financial Services · as of Mar 31, 2026

Compound Planning, Inc. holds $23,641,860 across 32 Banks - Regional names. USB ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	504,501	$2,537,639
2	MFG	Mizuho Financial Group Inc	214,449	$1,702,724
3	PNC	Pnc Financial Services Group, Inc.	7,972	$1,658,893
4	USB	US Bancorp De This page	25,674	$1,335,303
5	KB	KB Financial Group Inc.	12,960	$1,292,499
6	TFC	Truist Financial Corp	24,880	$1,143,733
7	DB	Deutsche Bank Aktiengesellschaft	35,015	$1,042,746
8	SHG	Shinhan Financial Group Co Ltd	16,820	$1,031,401

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,335,303	25,674	-11.4%	Shares	Other	2026-05-14
2025-12-31	$1,545,411	28,962	+17.7%	Shares	Defined	2026-02-19
2025-09-30	$1,189,062	24,603	+18.2%	Shares	Sole	2025-11-10
2025-06-30	$941,969	20,817	-11.7%	Shares	Sole	2025-08-14
2025-03-31	$994,872	23,564	-15.9%	Shares	Sole	2025-05-14
2024-12-31	$1,340,148	28,019	+16.6%	Shares	Sole	2025-01-17
2024-09-30	$1,099,303	24,039	+35.2%	Shares	Sole	2024-10-08
2024-06-30	$705,667	17,775	+35.0%	Shares	Sole	2024-07-26
2024-03-31	$588,564	13,167	+18.4%	Shares	Sole	2024-05-07
2023-12-31	$481,187	11,118	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.