Position in USB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$896,080
-$24,219 QoQ
Shares Held
17,229
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Impact Partnership Wealth, LLC holds $2,998,195 across 7 Banks - Regional names. USB ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
17,229 | $896,080 | |
| 2 | MBIN |
Merchants Bancorp
|
14,519 | $623,010 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,679 | $349,383 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
5,101 | $305,906 | |
| 5 | RF |
Regions Financial Corp
|
10,686 | $279,118 | |
| 6 | KEY |
Keycorp /New/
|
13,783 | $276,349 | |
| 7 | HWC |
Hancock Whitney Corp
|
4,220 | $268,349 |
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $896,080 | 17,229 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $920,299 | 17,247 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,329,461 | 27,508 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,290,394 | 28,517 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $715,291 | 16,942 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $810,335 | 16,942 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $774,117 | 16,928 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,422,411 | 35,829 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,447,117 | 32,374 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,520,080 | 35,122 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,003,290 | 30,348 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||