Apella Capital
USB icon

Apella Capital’s US Bancorp USB Stock Holding History

Apella Capital’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 		$422K Buy
7,504
+1,777
+31% +$111K 0.01% 545
2026
Q2 		$360K Buy
5,727
+380
+7% +$21.3K 0.01% 551
2026
Q1 		$304K Buy
5,347
+651
+14% +$35.8K ﹤0.01% 553
2025
Q4 		$251K Buy
4,696
+138
+3% +$6.79K 0.01% 480
2025
Q3 		$208K Buy
+4,558
New +$216K ﹤0.01% 448

Other funds holding USB

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
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
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
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Tetrad Corporation
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

Apella Capital's USB Position: Q3 2026 in Review

Apella Capital increased its US Bancorp (USB) stake by 31% in Q3 2026, buying an estimated $111K and bringing the position to 7,504 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #545.

Apella Capital first reported a position in USB in Q3 2025 and has held it in 5 quarters since. 579 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Apella Capital held 7,504 shares of US Bancorp worth $422K as of Q3 2026.
  • Apella Capital bought 1,777 US Bancorp shares in Q3 2026, an estimated $111K.
  • US Bancorp made up 0.01% of Apella Capital's portfolio in Q3 2026, its #545 holding.
  • Apella Capital first reported a position in US Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 579 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.