Beese Fulmer Investment Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $500K | Sell |
8,286
-2,595
| -24% | -$145K | 0.03% | 214 |
|
|
2026
Q1 | $566K | Buy |
10,881
+3,462
| +47% | +$190K | 0.04% | 197 |
|
|
2025
Q4 | $400K | Buy |
7,419
+2,843
| +62% | +$140K | 0.03% | 234 |
|
|
2025
Q3 | $221K | Sell |
4,576
-113
| -2% | -$5.34K | 0.02% | 276 |
|
|
2025
Q2 | $212K | Buy |
+4,689
| New | +$197K | 0.02% | 278 |
|
|
2024
Q1 | – | Sell |
-4,729
| Closed | -$205K | – | 230 |
|
|
2023
Q4 | $205K | Buy |
+4,729
| New | +$173K | 0.02% | 215 |
|
|
2023
Q3 | – | Sell |
-6,222
| Closed | -$206K | – | 222 |
|
|
2023
Q2 | $206K | Buy |
+6,222
| New | +$201K | 0.02% | 209 |
|
|
2023
Q1 | – | Sell |
-5,222
| Closed | -$228K | – | 224 |
|
|
2022
Q4 | $228K | Sell |
5,222
-500
| -9% | -$21.4K | 0.03% | 202 |
|
|
2022
Q3 | $231K | Hold |
5,722
| – | – | 0.03% | 188 |
|
|
2022
Q2 | $263K | Buy |
5,722
+541
| +10% | +$27K | 0.03% | 189 |
|
|
2022
Q1 | $275K | Buy |
5,181
+442
| +9% | +$25.4K | 0.03% | 192 |
|
|
2021
Q4 | $266K | Buy |
4,739
+1,040
| +28% | +$61.5K | 0.03% | 202 |
|
|
2021
Q3 | $220K | Buy |
+3,699
| New | +$211K | 0.02% | 217 |
|
|
2020
Q3 | – | Sell |
-4,485
| Closed | -$165K | – | 522 |
|
|
2020
Q2 | $165K | Buy |
+4,485
| New | +$160K | 0.02% | 201 |
|
|
2020
Q1 | – | Sell |
-5,210
| Closed | -$309K | – | 200 |
|
|
2019
Q4 | $309K | Hold |
5,210
| – | – | 0.04% | 158 |
|
|
2019
Q3 | $288K | Buy |
5,210
+500
| +11% | +$27K | 0.04% | 167 |
|
|
2019
Q2 | $247K | Hold |
4,710
| – | – | 0.05% | 154 |
|
|
2019
Q1 | $227K | Sell |
4,710
-500
| -10% | -$25.1K | 0.04% | 154 |
|
|
2018
Q4 | $238K | Hold |
5,210
| – | – | 0.05% | 144 |
|
|
2018
Q3 | $275K | Sell |
5,210
-100
| -2% | -$5.3K | 0.05% | 145 |
|
|
2018
Q2 | $266K | Hold |
5,310
| – | – | 0.06% | 143 |
|
|
2018
Q1 | $268K | Sell |
5,310
-300
| -5% | -$16.4K | 0.06% | 140 |
|
|
2017
Q4 | $301K | Hold |
5,610
| – | – | 0.06% | 141 |
|
|
2017
Q3 | $301K | Hold |
5,610
| – | – | 0.07% | 134 |
|
|
2017
Q2 | $291K | Hold |
5,610
| – | – | 0.07% | 135 |
|
|
2017
Q1 | $289K | Buy |
5,610
+25
| +0.4% | +$1.33K | 0.07% | 135 |
|
|
2016
Q4 | $287K | Sell |
5,585
-300
| -5% | -$14.3K | 0.07% | 132 |
|
|
2016
Q3 | $252K | Sell |
5,885
-1,850
| -24% | -$78.6K | 0.07% | 140 |
|
|
2016
Q2 | $312K | Sell |
7,735
-55
| -0.7% | -$2.29K | 0.09% | 116 |
|
|
2016
Q1 | $307K | Hold |
7,790
| – | – | 0.09% | 121 |
|
|
2015
Q4 | $332K | Sell |
7,790
-400
| -5% | -$17.1K | 0.1% | 114 |
|
|
2015
Q3 | $336K | Sell |
8,190
-400
| -5% | -$17.3K | 0.11% | 116 |
|
|
2015
Q2 | $373K | Buy |
+8,590
| New | +$375K | 0.12% | 110 |
|
|
2015
Q1 | – | Sell |
-8,715
| Closed | -$392K | – | 146 |
|
|
2014
Q4 | $392K | Sell |
8,715
-200
| -2% | -$8.61K | 0.12% | 114 |
|
|
2014
Q3 | $373K | Sell |
8,915
-2,500
| -22% | -$106K | 0.12% | 114 |
|
|
2014
Q2 | $494K | Buy |
11,415
+225
| +2% | +$9.39K | 0.16% | 105 |
|
|
2014
Q1 | $480K | Sell |
11,190
-500
| -4% | -$20.5K | 0.17% | 101 |
|
|
2013
Q4 | $472K | Buy |
11,690
+300
| +3% | +$11.5K | 0.17% | 101 |
|
|
2013
Q3 | $417K | Buy |
11,390
+1,550
| +16% | +$57.4K | 0.16% | 105 |
|
|
2013
Q2 | $356K | Buy |
+9,840
| New | +$338K | 0.15% | 104 |
|
Other funds holding USB
MB
Beese Fulmer Investment Management's USB Position: Q2 2026 in Review
Beese Fulmer Investment Management reduced its US Bancorp (USB) stake by 24% in Q2 2026, selling an estimated $145K and leaving 8,286 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #214.
Beese Fulmer Investment Management first reported a position in USB in Q2 2013 and has held it in 40 quarters since. The position peaked at $566K in Q1 2026. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Beese Fulmer Investment Management held 8,286 shares of US Bancorp worth $500K as of Q2 2026.
- Beese Fulmer Investment Management sold 2,595 US Bancorp shares in Q2 2026, an estimated $145K.
- US Bancorp made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #214 holding.
- Beese Fulmer Investment Management first reported a position in US Bancorp in Q2 2013 and has held it in 40 quarters since.
- Beese Fulmer Investment Management's US Bancorp position peaked at $566K in Q1 2026.
- 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.