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Allen Mooney & Barnes Investment Advisors’s US Bancorp USB Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$2.49M Sell
41,278
-1,948
-5% -$109K 0.38% 52
2026
Q1 		$2.25M Buy
43,226
+149
+0.3% +$8.19K 0.32% 53
2025
Q4 		$2.3M Sell
43,077
-212
-0.5% -$10.4K 0.35% 49
2025
Q3 		$2.09M Buy
43,289
+235
+0.5% +$11.1K 0.33% 49
2025
Q2 		$1.95M Buy
43,054
+82
+0.2% +$3.45K 0.32% 50
2025
Q1 		$1.81M Buy
42,972
+19,806
+85% +$914K 0.3% 59
2024
Q4 		$1.11M Sell
23,166
-4,615
-17% -$227K 0.19% 67
2024
Q3 		$1.27M Sell
27,781
-874
-3% -$38.3K 0.22% 64
2024
Q2 		$1.14M Sell
28,655
-111
-0.4% -$4.53K 0.2% 65
2024
Q1 		$1.21M Sell
28,766
-397
-1% -$16.8K 0.23% 65
2023
Q4 		$1.26M Sell
29,163
-2,837
-9% -$104K 0.24% 63
2023
Q3 		$1.06M Buy
32,000
+902
+3% +$32.9K 0.23% 64
2023
Q2 		$1.03M Buy
31,098
+2,576
+9% +$83.3K 0.23% 62
2023
Q1 		$1.03M Sell
28,522
-937
-3% -$41.7K 0.25% 61
2022
Q4 		$1.28M Sell
29,459
-2,892
-9% -$124K 0.31% 59
2022
Q3 		$1.3M Sell
32,351
-995
-3% -$46K 0.35% 57
2022
Q2 		$1.53M Sell
33,346
-276
-0.8% -$13.8K 0.39% 56
2022
Q1 		$1.79M Buy
+33,622
New +$1.93M 0.4% 54

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

Allen Mooney & Barnes Investment Advisors's USB Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its US Bancorp (USB) stake by 4.5% in Q2 2026, selling an estimated $109K and leaving 41,278 shares worth $2.49M. The position accounts for 0.38% of the portfolio, ranked #52.

Allen Mooney & Barnes Investment Advisors 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.

  • Allen Mooney & Barnes Investment Advisors held 41,278 shares of US Bancorp worth $2.49M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 1,948 US Bancorp shares in Q2 2026, an estimated $109K.
  • US Bancorp made up 0.38% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Allen Mooney & Barnes Investment Advisors 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 Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.