Core Wealth Partners’s US Bancorp USB Stock Holding History

Core Wealth 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	$302K	Hold	5,000	–	–	0.13%	135
2026 Q1	$260K	Hold	5,000	–	–	0.12%	140
2025 Q4	$267K	Hold	5,000	–	–	0.12%	138
2025 Q3	$242K	Sell	5,000 -3,000	-38%	-$142K	0.11%	142
2025 Q2	$362K	Hold	8,000	–	–	0.18%	109
2025 Q1	$338K	Hold	8,000	–	–	0.2%	112
2024 Q4	$383K	Hold	8,000	–	–	0.22%	101
2024 Q3	$366K	Buy	8,000 +250	+3%	+$11K	0.22%	99
2024 Q2	$308K	Buy	+7,750	New	+$316K	0.21%	99

Other funds holding USB

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Core Wealth Partners's USB Position: Q2 2026 in Review

Core Wealth Partners held its US Bancorp (USB) position steady in Q2 2026 at 5,000 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #135.

Core Wealth Partners first reported a position in USB in Q2 2024 and has held it in 9 quarters since. The position peaked at $383K in Q4 2024. 640 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Core Wealth Partners held 5,000 shares of US Bancorp worth $302K as of Q2 2026.
Core Wealth Partners left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.13% of Core Wealth Partners's portfolio in Q2 2026, its #135 holding.
Core Wealth Partners first reported a position in US Bancorp in Q2 2024 and has held it in 9 quarters since.
Core Wealth Partners's US Bancorp position peaked at $383K in Q4 2024.
640 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.