Brookwood Investment Group LLC

Position in USB — US Bancorp De

CIK 2066812 PHOENIX, AZ

Position in USB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$204,574

-$71,755 QoQ

Shares Held

3,387

-48.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,708

of 2,047 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brookwood Investment Group LLC holds $1,809,104 across 4 Banks - Regional names. USB ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORRF	Orrstown Financial Services Inc	19,609	$800,635
2	TFIN	Triumph Financial, Inc.	7,000	$534,170
3	TFC	Truist Financial Corp	5,414	$269,725
4	USB	US Bancorp De This page	3,387	$204,574

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,574	3,387	-48.3%	Shares	Sole	2026-07-23
2025-03-31	$276,329	6,545	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.