Activest Wealth Management’s US Bancorp USB Stock Holding History

Activest 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	$40.3K	Sell	668 -752	-53%	-$42.1K	0.01%	308
2026 Q1	$73.9K	Buy	1,420 +59	+4%	+$3.24K	0.01%	275
2025 Q4	$72.6K	Buy	1,361 +510	+60%	+$25.1K	0.01%	259
2025 Q3	$41.1K	Buy	851 +37	+5%	+$1.75K	0.01%	286
2025 Q2	$36.8K	Buy	814 +728	+847%	+$30.6K	0.01%	245
2025 Q1	$3.63K	Buy	+86	New	+$3.97K	﹤0.01%	554

Other funds holding USB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Activest Wealth Management reduced its US Bancorp (USB) stake by 53% in Q2 2026, selling an estimated $42.1K and leaving 668 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #308.

Activest Wealth Management first reported a position in USB in Q1 2025 and has held it in 6 quarters since. The position peaked at $73.9K in Q1 2026. 835 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Activest Wealth Management held 668 shares of US Bancorp worth $40.3K as of Q2 2026.
Activest Wealth Management sold 752 US Bancorp shares in Q2 2026, an estimated $42.1K.
US Bancorp made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #308 holding.
Activest Wealth Management first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
Activest Wealth Management's US Bancorp position peaked at $73.9K in Q1 2026.
835 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.