WealthPoint Financial, LLC

Position in USB — US Bancorp De

CIK 2040860 CRAMERTON, NC

Position in USB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$278,444

+$58,234 QoQ

Shares Held

4,610

+8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,535

of 2,047 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPoint Financial, LLC holds $1,497,637 across 4 Banks - Regional names. USB ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	14,474	$721,094
2	FITB	Fifth Third Bancorp	5,058	$285,119
3	USB	US Bancorp De This page	4,610	$278,444
4	PNC	Pnc Financial Services Group, Inc.	865	$212,980

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,444	4,610	+8.9%	Shares	Sole	2026-08-06
2026-03-31	$220,210	4,234	0.0%	Shares	Sole	2026-04-23
2025-12-31	$225,926	4,234	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.