Alteri Wealth LLC

Position in USB — US Bancorp De

CIK 2054980 WESTLAKE VILLAGE, CA

Position in USB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$338,904

+$47,076 QoQ

Shares Held

5,611

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,424

of 2,044 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $1,588,059 across 4 Banks - Regional names. USB ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	15,193	$756,915
2	USB	US Bancorp De This page	5,611	$338,904
3	PNC	Pnc Financial Services Group, Inc.	1,171	$288,323
4	FCNCA	First Citizens Bancshares Inc /De/	98	$203,917

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,904	5,611	0.0%	Shares	Sole	2026-07-29
2026-03-31	$291,828	5,611	-0.2%	Shares	Sole	2026-05-06
2025-12-31	$300,043	5,623	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$271,179	5,611	+0.5%	Shares	Sole	2025-11-10
2025-06-30	$252,630	5,583	-10.6%	Shares	Sole	2025-08-11
2025-03-31	$263,706	6,246	-16.5%	Shares	Sole	2025-05-07
2024-12-31	$357,720	7,479	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.