Position in USB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$207,172
New position
Shares Held
3,430
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,700
of 2,047 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Challenger Wealth Management holds $436,160 across 2 Banks - Regional names. USB ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
3,268 | $228,988 | |
| 2 | USB |
US Bancorp De
This page
|
3,430 | $207,172 |
All Filings in USB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,172 | 3,430 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||