VALLEY WEALTH MANAGERS, INC.

Position in USB — US Bancorp De

CIK 924166 PARAMUS, NJ

Position in USB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,559,758

+$864,660 QoQ

Shares Held

92,049

+2.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#472

of 2,044 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $43,554,710 across 8 Banks - Regional names. USB ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CFG	Citizens Financial Group Inc/Ri	449,107	$31,468,926
2	PNC	Pnc Financial Services Group, Inc.	25,113	$6,183,322
3	USB	US Bancorp De This page	92,049	$5,559,758
4	VLY	Valley National Bancorp	19,191	$281,147
5	TFC	Truist Financial Corp	619	$30,838
6	PB	Prosperity Bancshares Inc	216	$15,774
7	HBAN	Huntington Bancshares Inc /Md/	655	$11,613
8	MTB	M&T Bank Corp	14	$3,332

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,559,758	92,049	+2.0%	Shares	Defined	2026-08-04
2026-03-31	$4,695,098	90,273	-5.5%	Shares	Defined	2026-05-06
2025-12-31	$5,099,827	95,574	+1.8%	Shares	Defined	2026-02-04
2025-09-30	$4,537,171	93,879	+0.8%	Shares	Defined	2025-11-03
2025-06-30	$4,214,177	93,131	+3.7%	Shares	Defined	2025-08-06
2025-03-31	$3,791,524	89,804	-0.3%	Shares	Defined	2025-05-07
2024-12-31	$4,308,668	90,083	-11.4%	Shares	Defined	2025-01-31
2024-09-30	$4,651,654	101,720	-3.5%	Shares	Defined	2024-11-06
2024-06-30	$4,185,173	105,420	-6.4%	Shares	Defined	2024-08-08
2024-03-31	$5,035,276	112,646	-8.2%	Shares	Defined	2024-05-03
2023-12-31	$5,309,330	122,674	-4.6%	Shares	Defined	2024-02-07
2023-09-30	$4,251,449	128,598	+1.9%	Shares	Defined	2023-11-09
2023-06-30	$4,170,704	126,232	+32.0%	Shares	Defined	2023-07-28
2023-03-31	$3,447,388	95,628	+9340.1%	Shares	Sole	2023-05-03
2022-12-31	$44,176	1,013	-64.8%	Shares	Sole	2023-02-01
2022-09-30	$116,040	2,878	-56.1%	Shares	Sole	2022-11-09
2022-06-30	$301,523	6,552	-3.0%	Shares	Sole	2022-11-16
2022-03-31	$358,921	6,753	-4.3%	Shares	Sole	2022-05-02
2021-12-31	$396,167	7,053	-1.4%	Shares	Sole	2022-02-02
2021-09-30	$425,174	7,153	-10.9%	Shares	Sole	2021-11-01
2021-06-30	$457,355	8,028	-0.5%	Shares	Sole	2021-08-03
2021-03-31	$446,075	8,065	-8.2%	Shares	Sole	2021-04-22
2020-12-31	$409,526	8,790	-4.4%	Shares	Sole	2021-02-02
2020-09-30	$329,461	9,190	-10.7%	Shares	Sole	2020-11-03
2020-06-30	$378,877	10,290	+1.5%	Shares	Sole	2020-07-28
2020-03-31	$349,323	10,140	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.