High Point Wealth Management, LLC

Position in USB — US Bancorp De

CIK 2106882 CHESTER, NJ

Position in USB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$264,552

+$76,328 QoQ

Shares Held

4,380

+21.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#1,562

of 2,044 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

High Point Wealth Management, LLC holds $694,308 across 4 Banks - Regional names. USB ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBSI	United Bankshares Inc/Wv	8,376	$383,872
2	USB	US Bancorp De This page	4,380	$264,552
3	PNFP	Pinnacle Financial Partners, Inc.	284	$28,649
4	PNC	Pnc Financial Services Group, Inc.	70	$17,235

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,552	4,380	+21.0%	Shares	Sole	2026-07-20
2026-03-31	$188,224	3,619	+5.4%	Shares	Sole	2026-04-08
2025-12-31	$183,131	3,432	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.