PDS Planning, Inc

Position in USB — US Bancorp De

CIK 838618 DUBLIN, OH

Position in USB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$562,565

+$80,589 QoQ

Shares Held

9,314

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,191

of 2,044 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $13,284,176 across 24 Banks - Regional names. USB ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	126,637	$2,245,274
2	KB	KB Financial Group Inc.	11,908	$1,249,863
3	SHG	Shinhan Financial Group Co Ltd	19,494	$1,232,995
4	IBN	Icici Bank Ltd	39,669	$1,151,591
5	WF	Woori Financial Group Inc.	18,515	$1,062,761
6	MFG	Mizuho Financial Group Inc	78,912	$755,976
7	USB	US Bancorp De This page	9,314	$562,565
8	FITB	Fifth Third Bancorp	8,844	$498,536

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$562,565	9,314	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$481,976	9,267	+2.0%	Shares	Sole	2026-04-22
2025-12-31	$484,935	9,088	+1.5%	Shares	Sole	2026-01-26
2025-09-30	$432,940	8,958	+0.3%	Shares	Sole	2025-10-21
2025-06-30	$404,037	8,929	+9.1%	Shares	Sole	2025-07-24
2025-03-31	$345,444	8,182	+11.5%	Shares	Sole	2025-04-24
2024-12-31	$350,833	7,335	+1.1%	Shares	Sole	2025-02-10
2024-09-30	$331,633	7,252	-1.1%	Shares	Sole	2024-10-30
2024-06-30	$291,120	7,333	+3.5%	Shares	Sole	2024-08-08
2024-03-31	$316,699	7,085	+2.5%	Shares	Sole	2024-05-01
2023-12-31	$299,194	6,913	-5.9%	Shares	Sole	2024-02-01
2023-09-30	$242,924	7,348	+19.2%	Shares	Sole	2023-10-23
2023-06-30	$203,625	6,163	-34.9%	Shares	Sole	2023-07-21
2023-03-31	$341,465	9,472	+14.5%	Shares	Sole	2023-05-02
2022-12-31	$360,829	8,274	-15.1%	Shares	Sole	2023-01-27
2022-09-30	$393,160	9,751	+24.1%	Shares	Sole	2022-11-02
2022-06-30	$361,533	7,856	+4.6%	Shares	Sole	2022-07-15
2022-03-31	$399,209	7,511	+4.0%	Shares	Sole	2022-04-18
2021-12-31	$405,828	7,225	+1.2%	Shares	Sole	2022-01-25
2021-09-30	$424,163	7,136	-0.8%	Shares	Sole	2021-10-22
2021-06-30	$409,728	7,192	+0.2%	Shares	Sole	2021-07-26
2021-03-31	$397,125	7,180	-8.8%	Shares	Sole	2021-04-20
2020-12-31	$366,989	7,877	-2.9%	Shares	Sole	2021-01-21
2020-09-30	$290,851	8,113	+3.5%	Shares	Sole	2020-10-19
2020-06-30	$288,668	7,840	+4.9%	Shares	Sole	2020-08-11
2020-03-31	$257,582	7,477	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.