Optivise Advisory Services LLC

Position in USB — US Bancorp De

CIK 2042876 FRANKLIN, TN

Position in USB

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$292,396

+$77,179 QoQ

Shares Held

4,841

+17.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,503

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

Optivise Advisory Services LLC holds $819,348 across 3 Banks - Regional names. USB ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De This page	4,841	$292,396
2	FITB	Fifth Third Bancorp	5,168	$291,320
3	PNC	Pnc Financial Services Group, Inc.	957	$235,632

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,396	4,841	+17.0%	Shares	Sole	2026-07-13
2026-03-31	$215,217	4,138	-16.3%	Shares	Sole	2026-04-15
2025-12-31	$263,918	4,946	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.