ALTFEST L J & CO INC

Position in USB — US Bancorp De

CIK 712050 NEW YORK, NY

Position in USB

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

Position Value

$981,198

+$139,365 QoQ

Shares Held

16,245

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#972

of 2,047 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ALTFEST L J & CO INC holds $3,639,504 across 4 Banks - Regional names. USB ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	15,764	$1,104,583
2	USB	US Bancorp De This page	16,245	$981,198
3	BBD	Bank Bradesco	251,431	$872,465
4	GGAL	Grupo Financiero Galicia SA	13,617	$681,258

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$981,198	16,245	+0.4%	Shares	Sole	2026-07-30
2026-03-31	$841,833	16,186	+0.2%	Shares	Sole	2026-04-28
2025-12-31	$861,710	16,149	-5.5%	Shares	Sole	2026-01-23
2025-09-30	$825,476	17,080	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$772,689	17,076	+4.8%	Shares	Sole	2025-08-08
2025-03-31	$688,228	16,301	-0.5%	Shares	Sole	2025-05-09
2024-12-31	$783,551	16,382	+1.3%	Shares	Sole	2025-02-07
2024-09-30	$739,408	16,169	+3.6%	Shares	Sole	2024-11-05
2024-06-30	$619,478	15,604	+0.4%	Shares	Sole	2024-08-07
2024-03-31	$694,503	15,537	0.0%	Shares	Sole	2024-04-22
2023-12-31	$672,441	15,537	0.0%	Shares	Sole	2024-01-18
2023-09-30	$513,653	15,537	0.0%	Shares	Sole	2023-10-26
2023-06-30	$513,342	15,537	+0.0%	Shares	Sole	2023-08-09
2023-03-31	$559,856	15,530	-1.0%	Shares	Sole	2023-04-20
2022-12-31	$683,892	15,682	+1.0%	Shares	Sole	2023-02-02
2022-09-30	$626,169	15,530	0.0%	Shares	Sole	2022-11-15
2022-06-30	$714,690	15,530	0.0%	Shares	Sole	2022-08-04
2022-03-31	$825,419	15,530	-0.3%	Shares	Sole	2022-05-02
2021-12-31	$874,791	15,574	+0.3%	Shares	Sole	2022-01-24
2021-09-30	$923,103	15,530	0.0%	Shares	Sole	2021-10-12
2021-06-30	$884,744	15,530	0.0%	Shares	Sole	2021-07-28
2021-03-31	$858,964	15,530	0.0%	Shares	Sole	2021-05-07
2020-12-31	$723,542	15,530	0.0%	Shares	Sole	2021-01-21
2020-09-30	$556,750	15,530	0.0%	Shares	Sole	2020-10-29
2020-06-30	$571,814	15,530	-9.2%	Shares	Sole	2020-07-21
2020-03-31	$589,301	17,106	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.