CALTON & ASSOCIATES, INC.

Position in USB — US Bancorp De

CIK 822648 Tampa, FL

Position in USB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$211,992

-$39,440 QoQ

Shares Held

4,076

-13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $1,145,124 across 2 Banks - Regional names.

#	Ticker	Company	Shares	Value (USD)	Open
1	PNC	Pnc Financial Services Group, Inc.	3,611	$889,100
2	TFC	Truist Financial Corp	5,139	$256,024

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$211,992	4,076	-13.5%	Shares	Sole	2026-05-13
2025-12-31	$251,432	4,712	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.