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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

USB holding history

US Bancorp DE in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
49,865
Value
$3.01M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of USB by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,865$3.01M0.3%+70.0%AddedHolders
Q1 202649,858$2.59M0.3%−984−1.9%ReducedHolders
Q4 202550,842$2.71M0.3%+4,063+8.7%AddedHolders
Q3 202546,779$2.26M0.2%+464+1.0%AddedHolders
Q2 202546,315$2.10M0.2%−1,449−3.0%ReducedHolders
Q1 202547,764$2.02M0.2%+222+0.5%AddedHolders
Q4 202447,542$2.27M0.2%−531−1.1%ReducedHolders
Q3 202448,073$2.20M0.2%−433−0.9%ReducedHolders
Q2 202448,506$1.93M0.2%−666−1.4%ReducedHolders
Q1 202449,172$2.20M0.2%−3,152−6.0%ReducedHolders
Q4 202352,324$2.26M0.3%−5,803−10.0%ReducedHolders
Q3 202358,127$1.92M0.2%+35,763+159.9%AddedHolders
Q2 202322,364$738.9K0.1%−1,348−5.7%ReducedHolders
Q1 202323,712$854.8K0.1%+2,301+10.7%AddedHolders
Q4 202221,411$933.7K0.1%+12+0.1%AddedHolders
Q3 202221,399$863.0K0.1%+63+0.3%AddedHolders
Q2 202221,336$982.0K0.1%+186+0.9%AddedHolders
Q1 202221,150$1.12M0.1%−317−1.5%ReducedHolders
Q4 202121,467$1.21M0.1%+3,808+21.6%AddedHolders
Q3 202117,659$1.05M0.1%+13,702+346.3%AddedHolders
Q2 20213,957$226.0K<0.1%−103−2.5%ReducedHolders
Q1 20214,060$225.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.