Position in USB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,508,351
+$502,430 QoQ
Shares Held
41,529
+7.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#669
of 2,052 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $14,862,687 across 23 Banks - Regional names. USB ranks #1 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
41,529 | $2,508,351 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
8,304 | $2,044,610 | |
| 3 | TFC |
Truist Financial Corp
|
26,612 | $1,325,809 | |
| 4 | RF |
Regions Financial Corp
|
37,149 | $1,121,899 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
8,362 | $843,558 | |
| 6 | FITB |
Fifth Third Bancorp
|
11,750 | $662,347 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
8,525 | $597,346 | |
| 8 | MTB |
M&T Bank Corp
|
2,467 | $587,170 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,508,351 | 41,529 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,005,921 | 38,568 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,792,415 | 33,591 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,296,935 | 26,835 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,124,960 | 24,861 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $728,337 | 17,251 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $744,139 | 15,558 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||