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Advocate Group’s US Bancorp USB Stock Holding History

Advocate Group’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 		$225K Buy
+3,729
New +$209K 0.03% 119
2026
Q1 		– Sell
-4,720
Closed -$252K – 128
2025
Q4 		$252K Buy
+4,720
New +$232K 0.04% 115
2023
Q2 		– Sell
-23,609
Closed -$851K – 119
2023
Q1 		$851K Buy
+23,609
New +$1.05M 0.19% 82

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Advocate Group's USB Position: Q2 2026 in Review

Advocate Group opened a new position in US Bancorp (USB) in Q2 2026: 3,729 shares worth $225K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings. This is a return to the name: Advocate Group previously reported a position in USB as recently as Q4 2025.

Advocate Group first reported a position in USB in Q1 2023 and has held it in 3 quarters since. The position peaked at $851K in Q1 2023. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Advocate Group held 3,729 shares of US Bancorp worth $225K as of Q2 2026.
  • US Bancorp was a new Advocate Group position in Q2 2026.
  • US Bancorp made up 0.03% of Advocate Group's portfolio in Q2 2026, its #119 holding.
  • Advocate Group first reported a position in US Bancorp in Q1 2023 and has held it in 3 quarters since.
  • Advocate Group's US Bancorp position peaked at $851K in Q1 2023.
  • 930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.