Challenger Wealth Management
USB icon

Challenger Wealth Management’s US Bancorp USB Stock Holding History

Challenger 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
Q3 		– Sell
-3,430
Closed -$207K – 66
2026
Q2 		$207K Buy
+3,430
New +$192K 0.15% 64

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Sumitomo Mitsui Trust Group
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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Challenger Wealth Management's USB Position: Q3 2026 in Review

Challenger Wealth Management sold out of US Bancorp (USB) in Q3 2026, closing a stake of 3,430 shares — an estimated $207K sold.

Challenger Wealth Management first reported a position in USB in Q2 2026 and held it in 1 quarter. The position peaked at $207K in Q2 2026. 833 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Challenger Wealth Management reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
  • Challenger Wealth Management sold 3,430 US Bancorp shares in Q3 2026, an estimated $207K.
  • Challenger Wealth Management first reported a position in US Bancorp in Q2 2026 and held it in 1 quarter.
  • Challenger Wealth Management's US Bancorp position peaked at $207K in Q2 2026.
  • 833 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.