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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
Q3 		$2.48M Buy
42,941
+1,663
+4% +$104K 0.37% 50
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's USB Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its US Bancorp (USB) stake by 4% in Q3 2026, buying an estimated $104K and bringing the position to 42,941 shares worth $2.48M. The position accounts for 0.37% of the portfolio, ranked #50.

Allen Mooney & Barnes Investment Advisors first reported a position in USB in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.49M in Q2 2026. 313 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 42,941 shares of US Bancorp worth $2.48M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 1,663 US Bancorp shares in Q3 2026, an estimated $104K.
  • US Bancorp made up 0.37% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #50 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in US Bancorp in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's US Bancorp position peaked at $2.49M in Q2 2026.
  • 313 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.