Barlow Wealth Partners’s US Bancorp USB Stock Holding History

Barlow Wealth Partners’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	$411K	Hold	6,736	–	–	0.04%	97
2026 Q1	$383K	Hold	6,736	–	–	0.04%	98
2025 Q4	$372K	Hold	6,736	–	–	0.04%	97
2025 Q3	$319K	Hold	6,736	–	–	0.04%	102
2025 Q2	$320K	Hold	6,736	–	–	0.04%	99
2025 Q1	$269K	Hold	6,736	–	–	0.04%	106
2024 Q4	$343K	Hold	6,736	–	–	0.04%	96
2024 Q3	$300K	Hold	6,736	–	–	0.04%	114
2024 Q2	$302K	Hold	6,736	–	–	0.04%	115
2024 Q1	$280K	Sell	6,736 -452	-6%	-$19.1K	0.04%	115
2023 Q4	$311K	Buy	+7,188	New	+$263K	0.04%	107

Other funds holding USB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Barlow Wealth Partners's USB Position: Q2 2026 in Review

Barlow Wealth Partners held its US Bancorp (USB) position steady in Q2 2026 at 6,736 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #97.

Barlow Wealth Partners first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Barlow Wealth Partners held 6,736 shares of US Bancorp worth $411K as of Q2 2026.
Barlow Wealth Partners left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.04% of Barlow Wealth Partners's portfolio in Q2 2026, its #97 holding.
Barlow Wealth Partners first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.