BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in USB — US Bancorp De

CIK 2010186 CINCINNATI, OH

Position in USB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$18,807,180

-$779,781 QoQ

Shares Held

361,607

-1.5% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90.27258874966469.ToString("F0")% Shared 0.ToString("F0")% None 9.72741125033531.ToString("F0")%

Financial Services · as of Mar 31, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $63,085,507 across 34 Banks - Regional names. USB ranks #1 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	361,607	$18,807,180
2	CFR	Cullen/Frost Bankers, Inc.	121,037	$16,591,751
3	FCF	First Commonwealth Financial Corp /Pa/	778,462	$13,685,361
4	BY	Byline Bancorp, Inc.	134,158	$4,235,368
5	WSBC	Wesbanco Inc	81,829	$2,822,282
6	PNC	Pnc Financial Services Group, Inc.	9,938	$2,067,998
7	FITB	Fifth Third Bancorp	44,032	$2,045,726
8	FCNCA	First Citizens Bancshares Inc /De/	400	$753,864

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,807,180	361,607	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$19,586,961	367,072	-0.9%	Shares	Sole	2026-01-22
2025-09-30	$17,896,067	370,289	-0.4%	Shares	Sole	2025-10-09
2025-06-30	$16,824,085	371,803	-0.4%	Shares	Sole	2025-07-18
2025-03-31	$15,754,730	373,158	-1.1%	Shares	Sole	2025-04-24
2024-12-31	$18,051,902	377,418	+1.1%	Shares	Sole	2025-01-17
2024-09-30	$17,072,655	373,336	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$14,763,993	371,889	-3.0%	Shares	Sole	2024-07-12
2024-03-31	$17,145,713	383,573	-15.2%	Shares	Sole	2024-05-09
2023-12-31	$19,570,653	452,187	-1.9%	Shares	Sole	2024-02-14
2023-09-30	$15,242,313	461,050	+1.8%	Shares	Sole	2024-02-14
2023-06-30	$14,966,657	452,986	-22.6%	Shares	Sole	2024-02-14
2023-03-31	$21,106,337	585,474	-1.9%	Shares	Sole	2024-02-14
2022-12-31	$26,035,039	596,997	-0.6%	Shares	Sole	2024-02-14
2022-09-30	$24,225,223	600,824	-0.7%	Shares	Sole	2024-02-14
2022-06-30	$27,843,342	605,027	-4.2%	Shares	Sole	2024-02-14
2022-03-31	$33,551,043	631,252	-8.3%	Shares	Sole	2024-02-14
2021-12-31	$38,676,246	688,557	+18.6%	Shares	Sole	2024-02-14
2021-09-30	$34,496,895	580,365	-1.0%	Shares	Sole	2024-02-14
2021-06-30	$33,389,889	586,096	-0.8%	Shares	Sole	2024-02-14
2021-03-31	$32,690,201	591,036	-3.9%	Shares	Sole	2024-02-14
2020-12-31	$28,642,600	614,780	-2.6%	Shares	Sole	2024-02-13
2020-09-30	$22,620,919	630,988	-4.8%	Shares	Sole	2024-02-13
2020-06-30	$24,410,260	662,962	-47.2%	Shares	Sole	2024-02-13
2020-03-31	$43,257,383	1,255,657	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.