Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$273,732
+$38,023 QoQ
Shares Held
4,532
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,540
of 2,044 holders
Holding Since
Dec 2025
3 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, 2026Sterling Wealth Management, Inc. holds $452,379 across 2 Banks - Regional names. USB ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
4,532 | $273,732 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
10,076 | $178,647 |
All Filings in USB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,732 | 4,532 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $235,709 | 4,532 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $241,827 | 4,532 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||