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B. Riley Wealth Advisors’s US Bancorp USB Stock Holding History

B. Riley Wealth 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 		$1.18M Buy
19,296
+346
+2% +$19.4K 0.06% 275
2026
Q1 		$964K Buy
18,950
+186
+1% +$10.2K 0.06% 298
2025
Q4 		$1M Sell
18,764
-265
-1% -$13K 0.05% 343
2025
Q3 		$920K Sell
19,029
-8,303
-30% -$393K 0.04% 361
2025
Q2 		$1.24M Buy
+27,332
New +$1.15M 0.06% 306
2024
Q4 		$1.41M Sell
29,213
-7,774
-21% -$382K 0.05% 356
2024
Q3 		$1.69M Buy
36,987
+488
+1% +$21.4K 0.05% 357
2024
Q2 		$1.47M Sell
36,499
-19,521
-35% -$796K 0.04% 426
2024
Q1 		$1.88M Buy
56,020
+8,176
+17% +$345K 0.05% 373
2023
Q4 		$2.09M Sell
47,844
-8,176
-15% -$299K 0.06% 347
2023
Q3 		$1.88M Buy
56,020
+20,524
+58% +$748K 0.05% 373
2023
Q2 		$1.19M Sell
35,496
-7,455
-17% -$241K 0.03% 509
2023
Q1 		$1.56M Sell
42,951
-898
-2% -$40K 0.04% 417
2022
Q4 		$1.93M Buy
43,849
+13,024
+42% +$557K 0.05% 342
2022
Q3 		$1.24M Buy
30,825
+4,761
+18% +$220K 0.04% 440
2022
Q2 		$1.2M Sell
26,064
-3,144
-11% -$157K 0.05% 357
2022
Q1 		$1.55M Sell
29,208
-11,431
-28% -$657K 0.05% 356
2021
Q4 		$2.28M Buy
40,639
+5,327
+15% +$315K 0.07% 323
2021
Q3 		$2.09M Buy
35,312
+2,245
+7% +$128K 0.07% 321
2021
Q2 		$1.88M Buy
33,067
+4,561
+16% +$268K 0.06% 353
2021
Q1 		$1.54M Buy
28,506
+2,539
+10% +$127K 0.05% 373
2020
Q4 		$1.21M Sell
25,967
-14,017
-35% -$593K 0.06% 283
2020
Q3 		$1.44M Buy
39,984
+3,553
+10% +$130K 0.08% 255
2020
Q2 		$1.34M Sell
36,431
-8,582
-19% -$306K 0.09% 227
2020
Q1 		$1.55M Buy
45,013
+25,960
+136% +$1.25M 0.13% 162
2019
Q4 		$1.13M Buy
19,053
+5,951
+45% +$344K 0.1% 224
2019
Q3 		$726K Buy
13,102
+4,924
+60% +$266K 0.07% 290
2019
Q2 		$430K Buy
8,178
+3,431
+72% +$177K 0.05% 432
2019
Q1 		$230K Sell
4,747
-69
-1% -$3.46K 0.03% 601
2018
Q4 		$221K Sell
4,816
-216
-4% -$11.1K 0.03% 552
2018
Q3 		$267K Buy
5,032
+172
+4% +$9.11K 0.03% 539
2018
Q2 		$244K Sell
4,860
-973
-17% -$49.4K 0.03% 546
2018
Q1 		$296K Buy
5,833
+462
+9% +$25.3K 0.04% 464
2017
Q4 		$289K Buy
5,371
+138
+3% +$7.43K 0.04% 463
2017
Q3 		$282K Sell
5,233
-152
-3% -$7.95K 0.05% 394
2017
Q2 		$281K Hold
5,385
– – 0.05% 382
2017
Q1 		$279K Buy
5,385
+491
+10% +$26.2K 0.06% 362
2016
Q4 		$253K Sell
4,894
-515
-10% -$24.5K 0.05% 388
2016
Q3 		$233K Sell
5,409
-544
-9% -$23.1K 0.05% 494
2016
Q2 		$241K Buy
5,953
+818
+16% +$34K 0.05% 475
2016
Q1 		$209K Sell
5,135
-376
-7% -$15K 0.05% 465
2015
Q4 		$236K Buy
5,511
+126
+2% +$5.39K 0.05% 438
2015
Q3 		$222K Buy
+5,385
New +$233K 0.05% 443
2015
Q1 		– Sell
-3,662
Closed -$165 – 1913
2014
Q4 		$165 Buy
+3,662
New +$158K ﹤0.01% 1476
2014
Q3 		– Sell
-3,434
Closed -$149K – 1822
2014
Q2 		$149K Sell
3,434
-214
-6% -$8.93K 0.03% 563
2014
Q1 		$156K Buy
3,648
+908
+33% +$37.3K 0.05% 469
2013
Q4 		$111K Buy
2,740
+300
+12% +$11.5K 0.04% 529
2013
Q3 		$89K Sell
2,440
-582
-19% -$21.6K 0.03% 573
2013
Q2 		$109K Buy
+3,022
New +$104K 0.04% 523

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

B. Riley Wealth Advisors's USB Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its US Bancorp (USB) stake by 1.8% in Q2 2026, buying an estimated $19.4K and bringing the position to 19,296 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #275.

B. Riley Wealth Advisors first reported a position in USB in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.28M in Q4 2021. 696 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • B. Riley Wealth Advisors held 19,296 shares of US Bancorp worth $1.18M as of Q2 2026.
  • B. Riley Wealth Advisors bought 346 US Bancorp shares in Q2 2026, an estimated $19.4K.
  • US Bancorp made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • B. Riley Wealth Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 49 quarters since.
  • B. Riley Wealth Advisors's US Bancorp position peaked at $2.28M in Q4 2021.
  • 696 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.