SIAIK
USB icon

Summit Investment Advisors, Inc.\KS’s US Bancorp USB Stock Holding History

Summit Investment Advisors, Inc.\KS’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 		$1.14M Buy
19,768
+162
+0.8% +$10.1K 0.52% 32
2026
Q2 		$1.19M Buy
19,606
+181
+0.9% +$10.1K 0.55% 30
2026
Q1 		$1.02M Buy
19,425
+185
+1% +$10.2K 0.52% 33
2025
Q4 		$1.04M Buy
+19,240
New +$946K 0.56% 32

Other funds holding USB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's USB Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its US Bancorp (USB) stake by 0.83% in Q3 2026, buying an estimated $10.1K and bringing the position to 19,768 shares worth $1.14M. The position accounts for 0.52% of the portfolio, ranked #32.

Summit Investment Advisors, Inc.\KS first reported a position in USB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2026. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 19,768 shares of US Bancorp worth $1.14M as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS bought 162 US Bancorp shares in Q3 2026, an estimated $10.1K.
  • US Bancorp made up 0.52% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #32 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's US Bancorp position peaked at $1.19M in Q2 2026.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.