Econ Financial Services’s US Bancorp USB Stock Holding History

Econ Financial 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	–	Sell	-28,936	Closed	-$1.5M	–	95
2026 Q1	$1.5M	Sell	28,936 -7,432	-20%	-$408K	0.7%	53
2025 Q4	$1.94M	Buy	+36,368	New	+$1.79M	0.97%	44
2025 Q3	–	Sell	-35,050	Closed	-$1.59M	–	104
2025 Q2	$1.59M	Buy	+35,050	New	+$1.47M	0.82%	45
2024 Q2	–	Sell	-22,915	Closed	-$1.02M	–	100
2024 Q1	$1.02M	Buy	+22,915	New	+$967K	0.64%	57
2022 Q3	–	Sell	-40,011	Closed	-$1.84M	–	104
2022 Q2	$1.84M	Buy	40,011 +1,231	+3%	+$61.5K	1.49%	33
2022 Q1	$2.06M	Buy	+38,780	New	+$2.23M	1.53%	29
2019 Q2	–	Sell	-4,572	Closed	-$220K	–	79
2019 Q1	$220K	Buy	+4,572	New	+$229K	0.33%	49

Other funds holding USB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Econ Financial Services's USB Position: Q2 2026 in Review

Econ Financial Services sold out of US Bancorp (USB) in Q2 2026, closing a stake of 28,936 shares — an estimated $1.5M sold.

Econ Financial Services first reported a position in USB in Q1 2019 and held it in 7 quarters. The position peaked at $2.06M in Q1 2022. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Econ Financial Services reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
Econ Financial Services sold 28,936 US Bancorp shares in Q2 2026, an estimated $1.5M.
Econ Financial Services first reported a position in US Bancorp in Q1 2019 and held it in 7 quarters.
Econ Financial Services's US Bancorp position peaked at $2.06M in Q1 2022.
930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.