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Baron Wealth Management’s US Bancorp USB Stock Holding History

Baron Wealth Management’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 		$951K Buy
15,752
+2,285
+17% +$128K 0.25% 58
2026
Q1 		$700K Buy
13,467
+469
+4% +$25.8K 0.21% 67
2025
Q4 		$694K Buy
12,998
+3,997
+44% +$197K 0.21% 64
2025
Q3 		$435K Buy
9,001
+992
+12% +$46.9K 0.14% 105
2025
Q2 		$362K Buy
8,009
+1,335
+20% +$56.1K 0.13% 123
2025
Q1 		$282K Sell
6,674
-1,304
-16% -$60.2K 0.12% 141
2024
Q4 		$382K Sell
7,978
-167
-2% -$8.21K 0.18% 93
2024
Q3 		$372K Buy
8,145
+412
+5% +$18.1K 0.18% 94
2024
Q2 		$307K Buy
7,733
+1,710
+28% +$69.7K 0.16% 108
2024
Q1 		$269K Buy
6,023
+733
+14% +$30.9K 0.14% 131
2023
Q4 		$229K Buy
+5,290
New +$193K 0.13% 147

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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
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

Baron Wealth Management's USB Position: Q2 2026 in Review

Baron Wealth Management increased its US Bancorp (USB) stake by 17% in Q2 2026, buying an estimated $128K and bringing the position to 15,752 shares worth $951K. The position accounts for 0.25% of the portfolio, ranked #58.

Baron Wealth Management first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 402 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Baron Wealth Management held 15,752 shares of US Bancorp worth $951K as of Q2 2026.
  • Baron Wealth Management bought 2,285 US Bancorp shares in Q2 2026, an estimated $128K.
  • US Bancorp made up 0.25% of Baron Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Baron Wealth Management first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 402 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.