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Brown Miller Wealth Management’s US Bancorp USB Stock Holding History

Brown Miller 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 		$500K Sell
8,274
-18
-0.2% -$1.01K 0.13% 132
2026
Q1 		$431K Sell
8,292
-8
-0.1% -$440 0.12% 132
2025
Q4 		$443K Sell
8,300
-357
-4% -$17.6K 0.12% 130
2025
Q3 		$418K Buy
8,657
+26
+0.3% +$1.23K 0.12% 135
2025
Q2 		$391K Hold
8,631
– – 0.12% 137
2025
Q1 		$364K Buy
+8,631
New +$398K 0.13% 128

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

Brown Miller Wealth Management's USB Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its US Bancorp (USB) stake by 0.22% in Q2 2026, selling an estimated $1.01K and leaving 8,274 shares worth $500K. The position accounts for 0.13% of the portfolio, ranked #132.

Brown Miller Wealth Management first reported a position in USB in Q1 2025 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Brown Miller Wealth Management held 8,274 shares of US Bancorp worth $500K as of Q2 2026.
  • Brown Miller Wealth Management sold 18 US Bancorp shares in Q2 2026, an estimated $1.01K.
  • US Bancorp made up 0.13% of Brown Miller Wealth Management's portfolio in Q2 2026, its #132 holding.
  • Brown Miller Wealth Management first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.