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BSW Wealth Partners’s US Bancorp USB Stock Holding History

BSW Wealth Partners’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 		$813K Sell
13,465
-584
-4% -$32.7K 0.09% 123
2026
Q1 		$731K Buy
14,049
+3,307
+31% +$182K 0.09% 132
2025
Q4 		$573K Buy
10,742
+854
+9% +$42K 0.07% 164
2025
Q3 		$478K Buy
9,888
+2,198
+29% +$104K 0.06% 182
2025
Q2 		$348K Buy
7,690
+530
+7% +$22.3K 0.05% 215
2025
Q1 		$302K Sell
7,160
-241
-3% -$11.1K 0.05% 233
2024
Q4 		$354K Buy
7,401
+393
+6% +$19.3K 0.05% 207
2024
Q3 		$320K Sell
7,008
-1,997
-22% -$87.6K 0.05% 219
2024
Q2 		$357K Sell
9,005
-189
-2% -$7.71K 0.06% 181
2024
Q1 		$411K Buy
9,194
+2,202
+31% +$92.9K 0.07% 162
2023
Q4 		$303K Sell
6,992
-1,039
-13% -$38K 0.06% 203
2023
Q3 		$265K Buy
8,031
+1,444
+22% +$52.6K 0.06% 193
2023
Q2 		$218K Sell
6,587
-478
-7% -$15.4K 0.05% 241
2023
Q1 		$255K Buy
7,065
+709
+11% +$31.6K 0.05% 248
2022
Q4 		$277K Buy
6,356
+113
+2% +$4.84K 0.06% 231
2022
Q3 		$252K Sell
6,243
-4,631
-43% -$214K 0.06% 220
2022
Q2 		$500K Buy
10,874
+75
+0.7% +$3.74K 0.12% 118
2022
Q1 		$574K Buy
10,799
+1,278
+13% +$73.4K 0.15% 108
2021
Q4 		$535K Sell
9,521
-1,306
-12% -$77.2K 0.13% 112
2021
Q3 		$644K Buy
10,827
+3,478
+47% +$198K 0.18% 76
2021
Q2 		$419K Buy
7,349
+923
+14% +$54.1K 0.12% 118
2021
Q1 		$355K Buy
6,426
+472
+8% +$23.6K 0.1% 120
2020
Q4 		$277K Buy
+5,954
New +$252K 0.09% 133
2020
Q1 		– Sell
-4,551
Closed -$270K – 135
2019
Q4 		$270K Buy
4,551
+38
+0.8% +$2.2K 0.09% 102
2019
Q3 		$250K Buy
4,513
+280
+7% +$15.1K 0.1% 88
2019
Q2 		$222K Buy
+4,233
New +$218K 0.08% 93
2018
Q4 		– Sell
-4,082
Closed -$216K – 141
2018
Q3 		$216K Buy
4,082
+43
+1% +$2.28K 0.08% 126
2018
Q2 		$202K Sell
4,039
-1
-0% -$51 0.09% 85
2018
Q1 		$204K Buy
4,040
+22
+0.5% +$1.2K 0.09% 77
2017
Q4 		$215K Buy
4,018
+2
+0% +$108 0.09% 79
2017
Q3 		$215K Buy
4,016
+21
+0.5% +$1.1K 0.09% 79
2017
Q2 		$207K Buy
3,995
+22
+0.6% +$1.13K 0.09% 75
2017
Q1 		$205K Buy
3,973
+23
+0.6% +$1.23K 0.1% 69
2016
Q4 		$203K Buy
+3,950
New +$188K 0.11% 72

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSW Wealth Partners's USB Position: Q2 2026 in Review

BSW Wealth Partners reduced its US Bancorp (USB) stake by 4.2% in Q2 2026, selling an estimated $32.7K and leaving 13,465 shares worth $813K. The position accounts for 0.09% of the portfolio, ranked #123.

BSW Wealth Partners first reported a position in USB in Q4 2016 and has held it in 34 quarters since. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • BSW Wealth Partners held 13,465 shares of US Bancorp worth $813K as of Q2 2026.
  • BSW Wealth Partners sold 584 US Bancorp shares in Q2 2026, an estimated $32.7K.
  • US Bancorp made up 0.09% of BSW Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • BSW Wealth Partners first reported a position in US Bancorp in Q4 2016 and has held it in 34 quarters since.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.