Acima Private Wealth’s US Bancorp USB Stock Holding History

Acima Private Wealth’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	$14.6K	Hold	252	–	–	﹤0.01%	158
2026 Q2	$15.2K	Hold	252	–	–	﹤0.01%	156
2026 Q1	$13.1K	Hold	252	–	–	﹤0.01%	163
2025 Q4	$13.4K	Hold	252	–	–	﹤0.01%	156
2025 Q3	$12.2K	Hold	252	–	–	﹤0.01%	164
2025 Q2	$11.4K	Hold	252	–	–	﹤0.01%	168
2025 Q1	$10.6K	Hold	252	–	–	﹤0.01%	171
2024 Q4	$12.1K	Hold	252	–	–	﹤0.01%	174
2024 Q3	$11.5K	Hold	252	–	–	﹤0.01%	175
2024 Q2	$10K	Hold	252	–	–	﹤0.01%	173
2024 Q1	$11.3K	Hold	252	–	–	﹤0.01%	178
2023 Q4	$10.9K	Hold	252	–	–	﹤0.01%	200
2023 Q3	$8.33K	Hold	252	–	–	﹤0.01%	210
2023 Q2	$8.33K	Hold	252	–	–	﹤0.01%	223
2023 Q1	$9.09K	Hold	252	–	–	﹤0.01%	224
2022 Q4	$11K	Hold	252	–	–	0.01%	196
2022 Q3	$10.2K	Hold	252	–	–	0.01%	205
2022 Q2	$11.6K	Hold	252	–	–	0.01%	207
2022 Q1	$13K	Hold	252	–	–	0.01%	211
2021 Q4	$14K	Hold	252	–	–	0.01%	209
2021 Q3	$15K	Hold	252	–	–	0.01%	199
2021 Q2	$14K	Hold	252	–	–	0.01%	199
2021 Q1	$14K	Hold	252	–	–	0.01%	197
2020 Q4	$12K	Hold	252	–	–	0.01%	200
2020 Q3	$9K	Sell	252 -3,740	-94%	-$137K	0.01%	194
2020 Q2	$147K	Hold	3,992	–	–	0.1%	129
2020 Q1	$138K	Hold	3,992	–	–	0.11%	132
2019 Q4	$237K	Hold	3,992	–	–	0.16%	127
2019 Q3	$220K	Buy	3,992 +200	+5%	+$10.8K	0.17%	126
2019 Q2	$199K	Hold	3,792	–	–	0.16%	124
2019 Q1	$183K	Hold	3,792	–	–	0.16%	122
2018 Q4	$173K	Buy	+3,792	New	+$195K	0.17%	122

Other funds holding USB

CIM

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

DLA

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

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

MSV

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

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Acima Private Wealth's USB Position: Q3 2026 in Review

Acima Private Wealth held its US Bancorp (USB) position steady in Q3 2026 at 252 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Acima Private Wealth first reported a position in USB in Q4 2018 and has held it in 32 quarters since. The position peaked at $237K in Q4 2019. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Acima Private Wealth held 252 shares of US Bancorp worth $14.6K as of Q3 2026.
Acima Private Wealth left its US Bancorp share count unchanged in Q3 2026.
US Bancorp made up ﹤0.01% of Acima Private Wealth's portfolio in Q3 2026, its #158 holding.
Acima Private Wealth first reported a position in US Bancorp in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's US Bancorp position peaked at $237K in Q4 2019.
106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.