Position in USB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,818
+$1,225 QoQ
Shares Held
146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,973
of 2,044 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, 2026Fourth Dimension Wealth, LLC holds $1,003,890 across 9 Banks - Regional names. USB ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
6,495 | $455,104 | |
| 2 | FITB |
Fifth Third Bancorp
|
6,806 | $383,654 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
3,362 | $59,608 | |
| 4 | KEY |
Keycorp /New/
|
1,874 | $43,195 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
129 | $31,762 | |
| 6 | TFSL |
TFS Financial CORP
|
792 | $14,034 | |
| 7 | USB |
US Bancorp De
This page
|
146 | $8,818 | |
| 8 | FHN |
First Horizon Corp
|
161 | $4,128 |
All Filings in USB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,818 | 146 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,593 | 146 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,790 | 146 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,056 | 146 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,606 | 146 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,164 | 146 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,983 | 146 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||