BAM
USB icon

Byrne Asset Management’s US Bancorp USB Stock Holding History

Byrne Asset 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 		$255K Sell
4,220
-225
-5% -$12.6K 0.14% 121
2026
Q1 		$231K Sell
4,445
-25
-0.6% -$1.37K 0.14% 120
2025
Q4 		$239K Hold
4,470
– – 0.13% 120
2025
Q3 		$216K Sell
4,470
-1,025
-19% -$48.5K 0.13% 113
2025
Q2 		$249K Buy
5,495
+50
+0.9% +$2.1K 0.16% 100
2025
Q1 		$230K Sell
5,445
-165
-3% -$7.61K 0.17% 102
2024
Q4 		$268K Sell
5,610
-190
-3% -$9.35K 0.19% 91
2024
Q3 		$265K Sell
5,800
-375
-6% -$16.4K 0.18% 99
2024
Q2 		$245K Sell
6,175
-1,110
-15% -$45.3K 0.17% 100
2024
Q1 		$326K Sell
7,285
-45
-0.6% -$1.9K 0.23% 89
2023
Q4 		$322K Sell
7,330
-300
-4% -$11K 0.25% 87
2023
Q3 		$252K Buy
7,630
+25
+0.3% +$911 0.21% 93
2023
Q2 		$251K Buy
7,605
+4,535
+148% +$147K 0.16% 130
2023
Q1 		$111K Sell
3,070
-1,405
-31% -$62.6K 0.08% 172
2022
Q4 		$195K Buy
4,475
+725
+19% +$31K 0.14% 132
2022
Q3 		$151K Buy
3,750
+315
+9% +$14.6K 0.12% 129
2022
Q2 		$158K Buy
3,435
+380
+12% +$19K 0.12% 112
2022
Q1 		$162K Buy
3,055
+1,410
+86% +$81K 0.1% 126
2021
Q4 		$92K Buy
+1,645
New +$97.3K 0.06% 174

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

Byrne Asset Management's USB Position: Q2 2026 in Review

Byrne Asset Management reduced its US Bancorp (USB) stake by 5.1% in Q2 2026, selling an estimated $12.6K and leaving 4,220 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #121.

Byrne Asset Management first reported a position in USB in Q4 2021 and has held it in 19 quarters since. The position peaked at $326K in Q1 2024. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Byrne Asset Management held 4,220 shares of US Bancorp worth $255K as of Q2 2026.
  • Byrne Asset Management sold 225 US Bancorp shares in Q2 2026, an estimated $12.6K.
  • US Bancorp made up 0.14% of Byrne Asset Management's portfolio in Q2 2026, its #121 holding.
  • Byrne Asset Management first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Byrne Asset Management's US Bancorp position peaked at $326K in Q1 2024.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.