Advocate Group
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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
Q3 		– Sell
-3,729
Closed -$225K – 127
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Advocate Group's USB Position: Q3 2026 in Review

Advocate Group sold out of US Bancorp (USB) in Q3 2026, closing a stake of 3,729 shares — an estimated $225K sold.

Advocate Group first reported a position in USB in Q1 2023 and held it in 3 quarters. The position peaked at $851K in Q1 2023. 865 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Advocate Group reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
  • Advocate Group sold 3,729 US Bancorp shares in Q3 2026, an estimated $225K.
  • Advocate Group first reported a position in US Bancorp in Q1 2023 and held it in 3 quarters.
  • Advocate Group's US Bancorp position peaked at $851K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.