Clearstead Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.22M | Buy |
20,124
+3,758
| +23% | +$211K | 0.01% | 501 |
|
|
2026
Q1 | $851K | Sell |
16,366
-4,822
| -23% | -$265K | 0.01% | 571 |
|
|
2025
Q4 | $1.13M | Buy |
21,188
+10,796
| +104% | +$531K | 0.01% | 445 |
|
|
2025
Q3 | $502K | Sell |
10,392
-487
| -4% | -$23K | 0.01% | 627 |
|
|
2025
Q2 | $492K | Buy |
10,879
+1,829
| +20% | +$76.9K | 0.01% | 615 |
|
|
2025
Q1 | $382K | Sell |
9,050
-170
| -2% | -$7.84K | 0.01% | 642 |
|
|
2024
Q4 | $441K | Sell |
9,220
-448
| -5% | -$22K | 0.01% | 613 |
|
|
2024
Q3 | $442K | Sell |
9,668
-10,671
| -52% | -$468K | 0.01% | 603 |
|
|
2024
Q2 | $807K | Buy |
20,339
+876
| +5% | +$35.7K | 0.01% | 436 |
|
|
2024
Q1 | $808K | Sell |
19,463
-420
| -2% | -$17.7K | 0.04% | 255 |
|
|
2023
Q4 | $861K | Sell |
19,883
-2,142
| -10% | -$78.3K | 0.05% | 240 |
|
|
2023
Q3 | $728K | Sell |
22,025
-721
| -3% | -$26.3K | 0.04% | 247 |
|
|
2023
Q2 | $752K | Buy |
22,746
+3,349
| +17% | +$108K | 0.05% | 239 |
|
|
2023
Q1 | $699K | Buy |
19,397
+567
| +3% | +$25.3K | 0.05% | 217 |
|
|
2022
Q4 | $821K | Buy |
18,830
+182
| +1% | +$7.79K | 0.06% | 190 |
|
|
2022
Q3 | $752K | Buy |
18,648
+642
| +4% | +$29.7K | 0.07% | 178 |
|
|
2022
Q2 | $829K | Buy |
18,006
+276
| +2% | +$13.8K | 0.06% | 188 |
|
|
2022
Q1 | $942K | Buy |
17,730
+565
| +3% | +$32.5K | 0.06% | 184 |
|
|
2021
Q4 | $964K | Buy |
17,165
+9,089
| +113% | +$538K | 0.07% | 187 |
|
|
2021
Q3 | $480K | Buy |
8,076
+176
| +2% | +$10K | 0.04% | 243 |
|
|
2021
Q2 | $450K | Buy |
7,900
+148
| +2% | +$8.68K | 0.03% | 241 |
|
|
2021
Q1 | $429K | Buy |
7,752
+1,006
| +15% | +$50.2K | 0.04% | 236 |
|
|
2020
Q4 | $314K | Sell |
6,746
-8,748
| -56% | -$370K | 0.03% | 263 |
|
|
2020
Q3 | $555K | Sell |
15,494
-172
| -1% | -$6.29K | 0.06% | 173 |
|
|
2020
Q2 | $577K | Buy |
15,666
+8,663
| +124% | +$309K | 0.07% | 169 |
|
|
2020
Q1 | $241K | Sell |
7,003
-8,681
| -55% | -$418K | 0.04% | 217 |
|
|
2019
Q4 | $930K | Buy |
15,684
+6,906
| +79% | +$399K | 0.11% | 132 |
|
|
2019
Q3 | $486K | Buy |
8,778
+14
| +0.2% | +$757 | 0.07% | 170 |
|
|
2019
Q2 | $459K | Sell |
8,764
-665
| -7% | -$34.3K | 0.06% | 180 |
|
|
2019
Q1 | $454K | Sell |
9,429
-1,421
| -13% | -$71.3K | 0.06% | 176 |
|
|
2018
Q4 | $496K | Buy |
10,850
+1,713
| +19% | +$88.2K | 0.08% | 163 |
|
|
2018
Q3 | $483K | Sell |
9,137
-333
| -4% | -$17.6K | 0.07% | 157 |
|
|
2018
Q2 | $474K | Buy |
9,470
+11
| +0.1% | +$558 | 0.07% | 146 |
|
|
2018
Q1 | $478K | Buy |
9,459
+746
| +9% | +$40.8K | 0.07% | 142 |
|
|
2017
Q4 | $467K | Sell |
8,713
-14,566
| -63% | -$784K | 0.06% | 147 |
|
|
2017
Q3 | $1.25M | Buy |
23,279
+14,086
| +153% | +$737K | 0.16% | 104 |
|
|
2017
Q2 | $477K | Buy |
9,193
+1,835
| +25% | +$94.5K | 0.07% | 151 |
|
|
2017
Q1 | $379K | Sell |
7,358
-431
| -6% | -$23K | 0.06% | 159 |
|
|
2016
Q4 | $400K | Buy |
+7,789
| New | +$370K | 0.06% | 143 |
|
Other funds holding USB
MB
Clearstead Advisors's USB Position: Q2 2026 in Review
Clearstead Advisors increased its US Bancorp (USB) stake by 23% in Q2 2026, buying an estimated $211K and bringing the position to 20,124 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #501.
Clearstead Advisors first reported a position in USB in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.25M in Q3 2017. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Clearstead Advisors held 20,124 shares of US Bancorp worth $1.22M as of Q2 2026.
- Clearstead Advisors bought 3,758 US Bancorp shares in Q2 2026, an estimated $211K.
- US Bancorp made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #501 holding.
- Clearstead Advisors first reported a position in US Bancorp in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's US Bancorp position peaked at $1.25M in Q3 2017.
- 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.