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Crossmark Global Holdings’s US Bancorp USB Stock Holding History

Crossmark Global Holdings’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 		$27M Sell
447,663
-5,716
-1% -$320K 0.35% 66
2026
Q1 		$23.6M Buy
453,379
+47,903
+12% +$2.63M 0.35% 59
2025
Q4 		$21.6M Buy
405,476
+15,583
+4% +$766K 0.31% 71
2025
Q3 		$18.8M Buy
389,893
+42,889
+12% +$2.03M 0.28% 82
2025
Q2 		$15.7M Buy
347,004
+108,773
+46% +$4.57M 0.25% 91
2025
Q1 		$10.1M Buy
238,231
+137,331
+136% +$6.34M 0.18% 141
2024
Q4 		$4.83M Sell
100,900
-20,525
-17% -$1.01M 0.09% 234
2024
Q3 		$5.55M Sell
121,425
-6,479
-5% -$284K 0.1% 227
2024
Q2 		$5.08M Buy
127,904
+22,367
+21% +$912K 0.1% 233
2024
Q1 		$4.72M Buy
105,537
+21,990
+26% +$928K 0.09% 245
2023
Q4 		$3.62M Sell
83,547
-1,894
-2% -$69.2K 0.08% 275
2023
Q3 		$2.78M Buy
85,441
+1,470
+2% +$53.6K 0.06% 307
2023
Q2 		$3.32M Sell
83,971
-5,886
-7% -$190K 0.07% 292
2023
Q1 		$3.24M Sell
89,857
-20,357
-18% -$907K 0.08% 286
2022
Q4 		$4.81M Buy
110,214
+6,009
+6% +$257K 0.12% 206
2022
Q3 		$4.2M Buy
104,205
+543
+0.5% +$25.1K 0.12% 207
2022
Q2 		$4.77M Buy
103,662
+1,963
+2% +$98K 0.12% 195
2022
Q1 		$5.41M Sell
101,699
-25,186
-20% -$1.45M 0.12% 196
2021
Q4 		$7.13M Buy
126,885
+3,819
+3% +$226K 0.15% 160
2021
Q3 		$7.32M Buy
123,066
+12,164
+11% +$693K 0.17% 144
2021
Q2 		$6.32M Sell
110,902
-10,083
-8% -$592K 0.15% 161
2021
Q1 		$6.69M Sell
120,985
-142,570
-54% -$7.12M 0.17% 149
2020
Q4 		$12.3M Sell
263,555
-42,459
-14% -$1.8M 0.31% 75
2020
Q3 		$11M Sell
306,014
-6,040
-2% -$221K 0.31% 78
2020
Q2 		$11.5M Buy
312,054
+33,611
+12% +$1.2M 0.34% 69
2020
Q1 		$9.59M Sell
278,443
-6,186
-2% -$298K 0.34% 75
2019
Q4 		$16.9M Sell
284,629
-65,756
-19% -$3.8M 0.46% 43
2019
Q3 		$19.4M Buy
350,385
+180,065
+106% +$9.73M 0.57% 31
2019
Q2 		$8.93M Sell
170,320
-1,595
-0.9% -$82.2K 0.25% 100
2019
Q1 		$8.29M Buy
171,915
+46,725
+37% +$2.34M 0.24% 110
2018
Q4 		$5.72M Buy
125,190
+2,084
+2% +$107K 0.18% 146
2018
Q3 		$6.5M Sell
123,106
-1,715
-1% -$90.8K 0.17% 146
2018
Q2 		$6.24M Sell
124,821
-6,333
-5% -$321K 0.17% 142
2018
Q1 		$6.62M Sell
131,154
-10,332
-7% -$565K 0.17% 147
2017
Q4 		$7.58M Buy
141,486
+9,577
+7% +$515K 0.18% 140
2017
Q3 		$7.07M Buy
+131,909
New +$6.9M 0.18% 133
2016
Q3 		$7.07M Buy
+131,909
New +$5.6M 0.18% 133

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Crossmark Global Holdings's USB Position: Q2 2026 in Review

Crossmark Global Holdings reduced its US Bancorp (USB) stake by 1.3% in Q2 2026, selling an estimated $320K and leaving 447,663 shares worth $27M. The position accounts for 0.35% of the portfolio, ranked #66.

Crossmark Global Holdings first reported a position in USB in Q3 2016 and has held it in 37 quarters since. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Crossmark Global Holdings held 447,663 shares of US Bancorp worth $27M as of Q2 2026.
  • Crossmark Global Holdings sold 5,716 US Bancorp shares in Q2 2026, an estimated $320K.
  • US Bancorp made up 0.35% of Crossmark Global Holdings's portfolio in Q2 2026, its #66 holding.
  • Crossmark Global Holdings first reported a position in US Bancorp in Q3 2016 and has held it in 37 quarters since.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.