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Canopy Partners’s US Bancorp USB Stock Holding History

Canopy 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 		$12.1K Sell
201
-111
-36% -$6.22K ﹤0.01% 256
2026
Q1 		$16.2K Buy
312
+111
+55% +$6.1K 0.01% 244
2025
Q4 		$10.7K Buy
201
+136
+209% +$6.69K ﹤0.01% 252
2025
Q3 		$3.14K Sell
65
-136
-68% -$6.43K ﹤0.01% 235
2025
Q2 		$9.1K Sell
201
-302
-60% -$12.7K ﹤0.01% 227
2025
Q1 		$21.2K Buy
503
+32
+7% +$1.48K 0.01% 217
2024
Q4 		$22.5K Hold
471
– – 0.01% 213
2024
Q3 		$21.5K Buy
471
+21
+5% +$921 0.01% 210
2024
Q2 		$17.9K Buy
450
+220
+96% +$8.97K 0.01% 198
2024
Q1 		$10.3K Buy
+230
New +$9.71K 0.01% 200

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Canopy Partners's USB Position: Q2 2026 in Review

Canopy Partners reduced its US Bancorp (USB) stake by 36% in Q2 2026, selling an estimated $6.22K and leaving 201 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Canopy Partners first reported a position in USB in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.5K in Q4 2024. 614 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Canopy Partners held 201 shares of US Bancorp worth $12.1K as of Q2 2026.
  • Canopy Partners sold 111 US Bancorp shares in Q2 2026, an estimated $6.22K.
  • US Bancorp made up ﹤0.01% of Canopy Partners's portfolio in Q2 2026, its #256 holding.
  • Canopy Partners first reported a position in US Bancorp in Q1 2024 and has held it in 10 quarters since.
  • Canopy Partners's US Bancorp position peaked at $22.5K in Q4 2024.
  • 614 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.