STACKSTONE WEALTH, LLC’s US Bancorp USB Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$544K	Buy	+9,415	New	+$588K	0.05%	219

Other funds holding USB

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's USB Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in US Bancorp (USB) in Q3 2026: 9,415 shares worth $544K. The stake represents 0.05% of the portfolio and ranks #219 among its holdings.

406 funds tracked by Wall St. Rank hold USB as of Q3 2026.

STACKSTONE WEALTH, LLC held 9,415 shares of US Bancorp worth $544K as of Q3 2026.
US Bancorp was a new STACKSTONE WEALTH, LLC position in Q3 2026.
US Bancorp made up 0.05% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #219 holding.
406 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.