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Bravera Wealth’s US Bancorp USB Stock Holding History

Bravera Wealth’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 		$502K Buy
8,313
+69
+0.8% +$3.87K 0.19% 53
2026
Q1 		$429K Buy
8,244
+386
+5% +$21.2K 0.19% 61
2025
Q4 		$419K Buy
+7,858
New +$387K 0.21% 54

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Bravera Wealth's USB Position: Q2 2026 in Review

Bravera Wealth increased its US Bancorp (USB) stake by 0.84% in Q2 2026, buying an estimated $3.87K and bringing the position to 8,313 shares worth $502K. The position accounts for 0.19% of the portfolio, ranked #53.

Bravera Wealth first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Bravera Wealth held 8,313 shares of US Bancorp worth $502K as of Q2 2026.
  • Bravera Wealth bought 69 US Bancorp shares in Q2 2026, an estimated $3.87K.
  • US Bancorp made up 0.19% of Bravera Wealth's portfolio in Q2 2026, its #53 holding.
  • Bravera Wealth first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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