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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
Q2 		– Sell
-3,945
Closed -$205K – 890
2026
Q1 		$205K Buy
+3,945
New +$217K 0.03% 217

Other funds holding USB

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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Curated Wealth Partners sold out of US Bancorp (USB) in Q2 2026, closing a stake of 3,945 shares — an estimated $205K sold.

Curated Wealth Partners first reported a position in USB in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 720 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Curated Wealth Partners reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 3,945 US Bancorp shares in Q2 2026, an estimated $205K.
  • Curated Wealth Partners first reported a position in US Bancorp in Q1 2026 and held it in 1 quarter.
  • Curated Wealth Partners's US Bancorp position peaked at $205K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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