Center for Wealth Management Advisory

Position in USB — US Bancorp De

CIK 2121390 MILFORD, OH

Position in USB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,023,762

+$300,567 QoQ

Shares Held

33,506

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.66%

of 13F equity value

Holder Rank

#728

of 2,052 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Center for Wealth Management Advisory holds $5,255,942 across 3 Banks - Regional names. USB ranks #2 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	8,678	$2,136,697
2	USB	US Bancorp De This page	33,506	$2,023,762
3	HBAN	Huntington Bancshares Inc /Md/	61,787	$1,095,483

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,023,762	33,506	+1.1%	Shares	Sole	2026-08-14
2026-03-31	$1,723,195	33,132	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$1,765,629	33,089	—	Shares	Sole	2026-04-10
No filing history on record for this holder in this stock.