Position in USB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$444,060
+$61,683 QoQ
Shares Held
7,352
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#1,294
of 2,047 holders
Holding Since
Dec 2025
3 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, 2026Welch Financial Planning, LLC holds $444,060 across 1 Banks - Regional name. USB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
7,352 | $444,060 |
All Filings in USB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,060 | 7,352 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $382,377 | 7,352 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $445,662 | 8,352 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||