Position in USB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$622,361
+$271,190 QoQ
Shares Held
10,304
+52.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,150
of 2,047 holders
Holding Since
Jun 2024
5 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, 2026Triad Wealth Partners, LLC holds $2,118,184 across 6 Banks - Regional names. USB ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
10,304 | $622,361 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,962 | $483,083 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,802 | $439,798 | |
| 4 | TFC |
Truist Financial Corp
|
5,433 | $270,672 | |
| 5 | UMBF |
Umb Financial Corp
|
1,705 | $243,405 | |
| 6 | LYG |
Lloyds Banking Group plc
|
10,097 | $58,865 |
All Filings in USB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,361 | 10,304 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $351,171 | 6,752 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $321,707 | 6,029 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $235,705 | 4,877 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $7,662 | 193 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||