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Accurate Wealth Management’s US Bancorp USB Stock Holding History

Accurate Wealth Management’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
Q2 		$1.28M Buy
20,455
+3,467
+20% +$194K 0.12% 182
2026
Q1 		$946K Buy
16,988
+1,325
+8% +$72.8K 0.11% 202
2025
Q4 		$865K Buy
15,663
+716
+5% +$35.2K 0.11% 198
2025
Q3 		$704K Buy
14,947
+2,375
+19% +$112K 0.09% 231
2025
Q2 		$598K Buy
12,572
+801
+7% +$33.7K 0.09% 228
2025
Q1 		$446K Buy
11,771
+1,839
+19% +$84.8K 0.09% 219
2024
Q4 		$471K Buy
9,932
+662
+7% +$32.6K 0.09% 209
2024
Q3 		$436K Sell
9,270
-363
-4% -$15.9K 0.09% 223
2024
Q2 		$408K Sell
9,633
-715
-7% -$29.2K 0.1% 190
2024
Q1 		$419K Buy
10,348
+172
+2% +$7.26K 0.12% 168
2023
Q4 		$436K Sell
10,176
-703
-6% -$25.7K 0.14% 156
2023
Q3 		$379K Buy
10,879
+1,714
+19% +$62.4K 0.12% 168
2023
Q2 		$324K Buy
9,165
+746
+9% +$24.1K 0.1% 192
2023
Q1 		$300K Buy
8,419
+1,677
+25% +$74.7K 0.1% 186
2022
Q4 		$315K Sell
6,742
-101
-1% -$4.32K 0.12% 156
2022
Q3 		$293K Buy
6,843
+2,202
+47% +$102K 0.12% 137
2022
Q2 		$216K Buy
4,641
+598
+15% +$29.9K 0.12% 140
2022
Q1 		$215K Buy
+4,043
New +$232K 0.1% 161

Other funds holding USB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Accurate Wealth Management's USB Position: Q2 2026 in Review

Accurate Wealth Management increased its US Bancorp (USB) stake by 20% in Q2 2026, buying an estimated $194K and bringing the position to 20,455 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #182.

Accurate Wealth Management first reported a position in USB in Q1 2022 and has held it in 18 quarters since. 761 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Accurate Wealth Management held 20,455 shares of US Bancorp worth $1.28M as of Q2 2026.
  • Accurate Wealth Management bought 3,467 US Bancorp shares in Q2 2026, an estimated $194K.
  • US Bancorp made up 0.12% of Accurate Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Accurate Wealth Management first reported a position in US Bancorp in Q1 2022 and has held it in 18 quarters since.
  • 761 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.