Position in USB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$454,510
+$64,852 QoQ
Shares Held
7,525
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,285
of 2,047 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LANDAAS & CO /WI /ADV holds $742,341 across 2 Banks - Regional names. USB ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
This page
|
7,525 | $454,510 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,169 | $287,831 |
All Filings in USB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,510 | 7,525 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $389,658 | 7,492 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $397,905 | 7,457 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $358,415 | 7,416 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $333,809 | 7,377 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $309,514 | 7,331 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $348,919 | 7,295 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $331,862 | 7,257 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $383,144 | 9,651 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $633,443 | 14,171 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $556,927 | 12,868 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $423,763 | 12,818 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $468,804 | 14,189 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $458,880 | 12,729 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $396,720 | 9,097 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $448,924 | 9,755 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $477,021 | 8,975 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $504,125 | 8,975 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $261,001 | 4,391 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $508,685 | 8,929 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $492,646 | 8,907 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $274,368 | 5,889 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||