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DMKC Advisory Services’s US Bancorp USB Stock Holding History

DMKC Advisory Services’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 		$8.26M Buy
136,725
+7,742
+6% +$434K 1.56% 15
2026
Q1 		$6.71M Buy
128,983
+4,212
+3% +$231K 2.79% 8
2025
Q4 		$6.66M Buy
124,771
+8,598
+7% +$423K 2.92% 7
2025
Q3 		$5.61M Sell
116,173
-2,462
-2% -$116K 2.85% 9
2025
Q2 		$5.36M Buy
118,635
+30,527
+35% +$1.28M 2.81% 11
2025
Q1 		$3.72M Buy
88,108
+943
+1% +$43.5K 3.35% 9
2024
Q4 		$4.17M Buy
+87,165
New +$4.29M 3.78% 6

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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
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

DMKC Advisory Services's USB Position: Q2 2026 in Review

DMKC Advisory Services increased its US Bancorp (USB) stake by 6% in Q2 2026, buying an estimated $434K and bringing the position to 136,725 shares worth $8.26M. The position accounts for 1.56% of the portfolio, ranked #15.

DMKC Advisory Services first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • DMKC Advisory Services held 136,725 shares of US Bancorp worth $8.26M as of Q2 2026.
  • DMKC Advisory Services bought 7,742 US Bancorp shares in Q2 2026, an estimated $434K.
  • US Bancorp made up 1.56% of DMKC Advisory Services's portfolio in Q2 2026, its #15 holding.
  • DMKC Advisory Services first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.