Brady Martz Wealth Solutions’s US Bancorp USB Stock Holding History

Brady Martz Wealth Solutions’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	$789K	Sell	13,067 -634	-5%	-$35.5K	0.12%	112
2026 Q1	$713K	Sell	13,701 -12,390	-47%	-$681K	0.12%	113
2025 Q4	$1.39M	Sell	26,091 -687	-3%	-$33.8K	0.25%	75
2025 Q3	$1.29M	Sell	26,778 -501	-2%	-$23.7K	0.23%	79
2025 Q2	$1.23M	Sell	27,279 -21	-0.1%	-$883	0.24%	78
2025 Q1	$1.15M	Sell	27,300 -86	-0.3%	-$3.97K	0.26%	75
2024 Q4	$1.34M	Buy	+27,386	New	+$1.35M	0.32%	69

Other funds holding USB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Brady Martz Wealth Solutions's USB Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its US Bancorp (USB) stake by 4.6% in Q2 2026, selling an estimated $35.5K and leaving 13,067 shares worth $789K. The position accounts for 0.12% of the portfolio, ranked #112.

Brady Martz Wealth Solutions first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Brady Martz Wealth Solutions held 13,067 shares of US Bancorp worth $789K as of Q2 2026.
Brady Martz Wealth Solutions sold 634 US Bancorp shares in Q2 2026, an estimated $35.5K.
US Bancorp made up 0.12% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #112 holding.
Brady Martz Wealth Solutions first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's US Bancorp position peaked at $1.39M in Q4 2025.
638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.