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Doliver Advisors’s US Bancorp USB Stock Holding History

Doliver Advisors’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 		$1.55M Sell
26,790
-139
-0.5% -$8.68K 0.34% 44
2026
Q2 		$1.63M Sell
26,929
-370
-1% -$20.7K 0.37% 48
2026
Q1 		$1.42M Sell
27,299
-615
-2% -$33.8K 0.32% 52
2025
Q4 		$1.49M Sell
27,914
-15
-0.1% -$738 0.37% 46
2025
Q3 		$1.35M Buy
27,929
+200
+0.7% +$9.46K 0.35% 49
2025
Q2 		$1.25M Sell
27,729
-558
-2% -$23.5K 0.34% 52
2025
Q1 		$1.19M Sell
28,287
-69
-0.2% -$3.18K 0.34% 49
2024
Q4 		$1.36M Sell
28,356
-338
-1% -$16.6K 0.38% 45
2024
Q3 		$1.31M Sell
28,694
-450
-2% -$19.7K 0.36% 48
2024
Q2 		$1.16M Sell
29,144
-650
-2% -$26.5K 0.32% 52
2024
Q1 		$1.33M Sell
29,794
-567
-2% -$23.9K 0.37% 48
2023
Q4 		$1.31M Sell
30,361
-753
-2% -$27.5K 0.4% 47
2023
Q3 		$1.03M Sell
31,114
-2,614
-8% -$95.2K 0.31% 56
2023
Q2 		$1.11M Buy
33,728
+4,535
+16% +$147K 0.34% 60
2023
Q1 		$1.05M Buy
29,193
+5,592
+24% +$249K 0.33% 53
2022
Q4 		$1.03M Buy
23,601
+8,650
+58% +$370K 0.34% 49
2022
Q3 		$603K Buy
14,951
+2,544
+21% +$118K 0.22% 70
2022
Q2 		$571K Sell
12,407
-744
-6% -$37.1K 0.2% 76
2022
Q1 		$699K Buy
13,151
+580
+5% +$33.3K 0.22% 73
2021
Q4 		$750K Sell
12,571
-1,568
-11% -$92.7K 0.23% 67
2021
Q3 		$840K Buy
14,139
+458
+3% +$26.1K 0.28% 71
2021
Q2 		$779K Buy
13,681
+5,687
+71% +$334K 0.26% 67
2021
Q1 		$442K Sell
7,994
-223
-3% -$11.1K 0.16% 89
2020
Q4 		$383K Buy
+8,217
New +$348K 0.17% 87
2018
Q4 		– Sell
-5,220
Closed -$276K – 213
2018
Q3 		$276K Sell
5,220
-10
-0.2% -$530 0.11% 113
2018
Q2 		$262K Buy
5,230
+175
+3% +$8.88K 0.11% 143
2018
Q1 		$255K Buy
+5,055
New +$277K 0.11% 179

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Doliver Advisors's USB Position: Q3 2026 in Review

Doliver Advisors reduced its US Bancorp (USB) stake by 0.52% in Q3 2026, selling an estimated $8.68K and leaving 26,790 shares worth $1.55M. The position accounts for 0.34% of the portfolio, ranked #44.

Doliver Advisors first reported a position in USB in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.63M in Q2 2026. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Doliver Advisors held 26,790 shares of US Bancorp worth $1.55M as of Q3 2026.
  • Doliver Advisors sold 139 US Bancorp shares in Q3 2026, an estimated $8.68K.
  • US Bancorp made up 0.34% of Doliver Advisors's portfolio in Q3 2026, its #44 holding.
  • Doliver Advisors first reported a position in US Bancorp in Q1 2018 and has held it in 27 quarters since.
  • Doliver Advisors's US Bancorp position peaked at $1.63M in Q2 2026.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.