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Clayton Financial Group’s US Bancorp USB Stock Holding History

Clayton Financial Group’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 		– Sell
-467
Closed -$24.3K – 537
2026
Q1 		$24.3K Hold
467
– – 0.01% 175
2025
Q4 		$24.9K Buy
+467
New +$23K 0.01% 173

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Clayton Financial Group's USB Position: Q2 2026 in Review

Clayton Financial Group sold out of US Bancorp (USB) in Q2 2026, closing a stake of 467 shares — an estimated $24.3K sold.

Clayton Financial Group first reported a position in USB in Q4 2025 and held it in 2 quarters. The position peaked at $24.9K in Q4 2025. 859 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Clayton Financial Group reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 467 US Bancorp shares in Q2 2026, an estimated $24.3K.
  • Clayton Financial Group first reported a position in US Bancorp in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's US Bancorp position peaked at $24.9K in Q4 2025.
  • 859 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.