Curated Wealth Partners
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Curated Wealth Partners’s US Bancorp USB Stock Holding History

Curated 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
Q3 		$530K Buy
+9,168
New +$572K 0.04% 261
2026
Q2 		– Sell
-3,945
Closed -$205K – 266
2026
Q1 		$205K Buy
+3,945
New +$217K 0.03% 217

Other funds holding USB

MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Curated Wealth Partners's USB Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in US Bancorp (USB) in Q3 2026: 9,168 shares worth $530K. The stake represents 0.04% of the portfolio and ranks #261 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in USB as recently as Q1 2026.

Curated Wealth Partners first reported a position in USB in Q1 2026 and has held it in 2 quarters since. 1,289 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Curated Wealth Partners held 9,168 shares of US Bancorp worth $530K as of Q3 2026.
  • US Bancorp was a new Curated Wealth Partners position in Q3 2026.
  • US Bancorp made up 0.04% of Curated Wealth Partners's portfolio in Q3 2026, its #261 holding.
  • Curated Wealth Partners first reported a position in US Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 1,289 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.