AIA
USB icon

Allied Investment Advisors’s US Bancorp USB Stock Holding History

Allied 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 		$16.9M Buy
279,232
+6,785
+2% +$380K 2.12% 17
2026
Q1 		$14.2M Buy
272,447
+4,288
+2% +$236K 2.03% 21
2025
Q4 		$14.3M Buy
268,159
+8,598
+3% +$423K 2.21% 17
2025
Q3 		$12.5M Buy
259,561
+10,295
+4% +$487K 2% 22
2025
Q2 		$11.3M Buy
249,266
+14,301
+6% +$601K 1.97% 21
2025
Q1 		$9.92M Buy
234,965
+10,953
+5% +$505K 1.88% 29
2024
Q4 		$10.7M Sell
224,012
-2,211
-1% -$109K 2.16% 21
2024
Q3 		$10.3M Buy
226,223
+1,212
+0.5% +$53.2K 2.05% 25
2024
Q2 		$8.93M Buy
225,011
+2,284
+1% +$93.1K 2.1% 24
2024
Q1 		$9.96M Buy
222,727
+11,427
+5% +$482K 2.4% 20
2023
Q4 		$9.15M Sell
211,300
-573
-0.3% -$20.9K 2.49% 17
2023
Q3 		$7M Buy
211,873
+5,202
+3% +$190K 2.1% 28
2023
Q2 		$6.83M Buy
206,671
+43,273
+26% +$1.4M 1.98% 31
2023
Q1 		$5.89M Buy
163,398
+8,494
+5% +$378K 1.83% 33
2022
Q4 		$6.76M Buy
154,904
+8,565
+6% +$367K 2.11% 29
2022
Q3 		$5.9M Buy
146,339
+8,872
+6% +$411K 2.2% 27
2022
Q2 		$6.33M Buy
137,467
+5,464
+4% +$273K 2.27% 27
2022
Q1 		$7.02M Buy
132,003
+9,905
+8% +$569K 2.29% 25
2021
Q4 		$6.86M Buy
122,098
+3,264
+3% +$193K 2.35% 24
2021
Q3 		$7.06M Buy
118,834
+1,332
+1% +$75.8K 2.67% 12
2021
Q2 		$6.69M Buy
117,502
+3,150
+3% +$185K 2.52% 19
2021
Q1 		$6.33M Buy
114,352
+6,112
+6% +$305K 2.71% 17
2020
Q4 		$5.04M Buy
108,240
+4,212
+4% +$178K 2.42% 19
2020
Q3 		$3.73M Buy
104,028
+1,266
+1% +$46.3K 2.01% 24
2020
Q2 		$3.78M Buy
102,762
+11,102
+12% +$396K 2.18% 27
2020
Q1 		$3.16M Buy
91,660
+15,775
+21% +$760K 2.28% 28
2019
Q4 		$4.5M Buy
75,885
+2,065
+3% +$119K 2.66% 22
2019
Q3 		$4.08M Buy
73,820
+3,015
+4% +$163K 2.63% 23
2019
Q2 		$3.71M Buy
70,805
+3,735
+6% +$192K 2.49% 23
2019
Q1 		$3.23M Buy
67,070
+62,392
+1,334% +$3.13M 2.24% 26
2018
Q4 		$214K Sell
4,678
-778
-14% -$40K 0.18% 40
2018
Q3 		$288K Buy
5,456
+78
+1% +$4.13K 0.21% 39
2018
Q2 		$269K Hold
5,378
– – 0.22% 42
2018
Q1 		$272K Sell
5,378
-251
-4% -$13.7K 0.22% 40
2017
Q4 		$302K Buy
+5,629
New +$303K 0.25% 37

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

Allied Investment Advisors's USB Position: Q2 2026 in Review

Allied Investment Advisors increased its US Bancorp (USB) stake by 2.5% in Q2 2026, buying an estimated $380K and bringing the position to 279,232 shares worth $16.9M. The position accounts for 2.12% of the portfolio, ranked #17.

Allied Investment Advisors first reported a position in USB in Q4 2017 and has held it in 35 quarters since. 890 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Allied Investment Advisors held 279,232 shares of US Bancorp worth $16.9M as of Q2 2026.
  • Allied Investment Advisors bought 6,785 US Bancorp shares in Q2 2026, an estimated $380K.
  • US Bancorp made up 2.12% of Allied Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Allied Investment Advisors first reported a position in US Bancorp in Q4 2017 and has held it in 35 quarters since.
  • 890 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.