SEC 13F Intelligence

Daymark Wealth Partners, LLC / USB

Daymark Wealth Partners, LLC’s US Bancorp Position

Does Daymark Wealth Partners, LLC own US Bancorp (USB)? Yes408.8K shares worth $21M (+0.67% of its 13F portfolio) as of Q1 2026, down from 413.5K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
408.8K
% of Portfolio
+0.67%
Quarters Held
14
currently held

Position History USB

Reported value by quarter
Q4 ’22: $25MQ4 ’22Q1 ’23: $21MQ2 ’23: $20MQ2 ’23Q3 ’23: $20MQ4 ’23: $26MQ4 ’23Q1 ’24: $27MQ2 ’24: $22MQ2 ’24Q3 ’24: $25MQ4 ’24: $26MQ4 ’24Q1 ’25: $22MQ2 ’25: $22MQ2 ’25Q3 ’25: $20MQ4 ’25: $22MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026408.8K$21M+0.67%
Q4 2025413.5K$22M+0.70%
Q3 2025414.8K$20M+0.68%
Q2 2025484.7K$22M+0.83%
Q1 2025523.1K$22M+0.95%
Q4 2024545.3K$26M+1.10%
Q3 2024553.5K$25M+1.07%
Q2 2024552.8K$22M+1.01%
Q1 2024596.3K$27M+1.43%
Q4 2023607.1K$26M+1.61%
Q3 2023607.5K$20M+1.38%
Q2 2023599.4K$20M+1.47%
Q1 2023580.2K$21M+2.77%
Q4 2022571.6K$25M+4.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Daymark Wealth Partners, LLC’s full portfolio or all institutional holders of USB.