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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's USB Position: Q2 2026 in Review

Apella Capital increased its US Bancorp (USB) stake by 7.1% in Q2 2026, buying an estimated $21.3K and bringing the position to 5,727 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #551.

Apella Capital first reported a position in USB in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Apella Capital held 5,727 shares of US Bancorp worth $360K as of Q2 2026.
  • Apella Capital bought 380 US Bancorp shares in Q2 2026, an estimated $21.3K.
  • US Bancorp made up 0.01% of Apella Capital's portfolio in Q2 2026, its #551 holding.
  • Apella Capital first reported a position in US Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.