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Dynamic Advisor Solutions’s US Bancorp USB Stock Holding History

Dynamic Advisor Solutions’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 		$728K Buy
12,053
+3,506
+41% +$196K 0.02% 565
2026
Q1 		$445K Buy
8,547
+1,799
+27% +$98.9K 0.01% 679
2025
Q4 		$360K Sell
6,748
-471
-7% -$23.2K 0.01% 716
2025
Q3 		$349K Sell
7,219
-825
-10% -$39K 0.01% 727
2025
Q2 		$364K Buy
8,044
+289
+4% +$12.2K 0.01% 684
2025
Q1 		$327K Buy
+7,755
New +$358K 0.01% 680
2024
Q4 		– Sell
-14,944
Closed -$683K – 867
2024
Q3 		$683K Sell
14,944
-1,021
-6% -$44.8K 0.02% 549
2024
Q2 		$634K Sell
15,965
-994
-6% -$40.5K 0.02% 567
2024
Q1 		$758K Sell
16,959
-100
-0.6% -$4.22K 0.03% 500
2023
Q4 		$747K Buy
17,059
+8,250
+94% +$302K 0.03% 482
2023
Q3 		$291K Sell
8,809
-1,512
-15% -$55.1K 0.01% 664
2023
Q2 		$341K Sell
10,321
-1,689
-14% -$54.6K 0.02% 596
2023
Q1 		$433K Buy
12,010
+879
+8% +$39.2K 0.03% 504
2022
Q4 		$485K Buy
11,131
+1,866
+20% +$79.9K 0.03% 450
2022
Q3 		$374K Buy
9,265
+368
+4% +$17K 0.03% 465
2022
Q2 		$409K Buy
8,897
+72
+0.8% +$3.6K 0.03% 453
2022
Q1 		$469K Sell
8,825
-62
-0.7% -$3.56K 0.03% 451
2021
Q4 		$499K Sell
8,887
-1,058
-11% -$62.6K 0.04% 422
2021
Q3 		$591K Sell
9,945
-206
-2% -$11.7K 0.04% 402
2021
Q2 		$578K Buy
10,151
+96
+1% +$5.63K 0.05% 397
2021
Q1 		$556K Sell
10,055
-959
-9% -$47.9K 0.05% 351
2020
Q4 		$513K Sell
11,014
-1,294
-11% -$54.8K 0.05% 358
2020
Q3 		$441K Sell
12,308
-96
-0.8% -$3.51K 0.05% 341
2020
Q2 		$457K Sell
12,404
-523
-4% -$18.6K 0.06% 293
2020
Q1 		$445K Buy
12,927
+59
+0.5% +$2.84K 0.08% 259
2019
Q4 		$763K Sell
12,868
-9
-0.1% -$520 0.1% 234
2019
Q3 		$713K Sell
12,877
-14
-0.1% -$757 0.11% 216
2019
Q2 		$675K Buy
12,891
+2,085
+19% +$107K 0.11% 216
2019
Q1 		$521K Buy
10,806
+142
+1% +$7.12K 0.1% 216
2018
Q4 		$548K Buy
10,664
+598
+6% +$30.8K 0.12% 187
2018
Q3 		$532K Buy
10,066
+964
+11% +$51.1K 0.11% 212
2018
Q2 		$455K Buy
9,102
+4,926
+118% +$250K 0.1% 229
2018
Q1 		$211K Buy
+4,176
New +$228K 0.05% 324

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's USB Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its US Bancorp (USB) stake by 41% in Q2 2026, buying an estimated $196K and bringing the position to 12,053 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #565.

Dynamic Advisor Solutions first reported a position in USB in Q1 2018 and has held it in 33 quarters since. The position peaked at $763K in Q4 2019. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Dynamic Advisor Solutions held 12,053 shares of US Bancorp worth $728K as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,506 US Bancorp shares in Q2 2026, an estimated $196K.
  • US Bancorp made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #565 holding.
  • Dynamic Advisor Solutions first reported a position in US Bancorp in Q1 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's US Bancorp position peaked at $763K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.