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Empirical Wealth Management’s US Bancorp USB Stock Holding History

Empirical Wealth Management’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 		$2.55M Buy
42,284
+5,102
+14% +$286K 0.04% 237
2026
Q1 		$1.93M Buy
37,182
+5,429
+17% +$298K 0.03% 253
2025
Q4 		$1.69M Buy
31,753
+572
+2% +$28.1K 0.03% 261
2025
Q3 		$1.51M Buy
31,181
+3,306
+12% +$156K 0.03% 274
2025
Q2 		$1.26M Buy
27,875
+5,082
+22% +$214K 0.03% 285
2025
Q1 		$962K Buy
22,793
+12,026
+112% +$555K 0.02% 305
2024
Q4 		$515K Sell
10,767
-2,722
-20% -$134K 0.01% 383
2024
Q3 		$617K Sell
13,489
-307
-2% -$13.5K 0.02% 339
2024
Q2 		$548K Buy
13,796
+447
+3% +$18.2K 0.02% 339
2024
Q1 		$597K Sell
13,349
-2,433
-15% -$103K 0.02% 322
2023
Q4 		$683K Sell
15,782
-2,634
-14% -$96.3K 0.02% 278
2023
Q3 		$609K Sell
18,416
-1,742
-9% -$63.5K 0.02% 282
2023
Q2 		$666K Sell
20,158
-4,026
-17% -$130K 0.03% 265
2023
Q1 		$872K Sell
24,184
-2,125
-8% -$94.7K 0.04% 236
2022
Q4 		$1.15M Sell
26,309
-11,152
-30% -$477K 0.05% 187
2022
Q3 		$1.51M Sell
37,461
-1,486
-4% -$68.8K 0.08% 159
2022
Q2 		$1.79M Buy
38,947
+30
+0.1% +$1.5K 0.09% 139
2022
Q1 		$2.07M Sell
38,917
-415
-1% -$23.8K 0.1% 131
2021
Q4 		$2.21M Buy
39,332
+2,081
+6% +$123K 0.11% 122
2021
Q3 		$2.21M Sell
37,251
-2,257
-6% -$129K 0.13% 107
2021
Q2 		$2.25M Buy
39,508
+1,434
+4% +$84.1K 0.14% 101
2021
Q1 		$2.11M Sell
38,074
-3,481
-8% -$174K 0.17% 96
2020
Q4 		$1.94M Sell
41,555
-2,550
-6% -$108K 0.15% 102
2020
Q3 		$1.58M Sell
44,105
-500
-1% -$18.3K 0.14% 104
2020
Q2 		$1.64M Sell
44,605
-6,079
-12% -$217K 0.15% 93
2020
Q1 		$1.75M Sell
50,684
-767
-1% -$37K 0.19% 78
2019
Q4 		$3.05M Sell
51,451
-43,646
-46% -$2.52M 0.34% 44
2019
Q3 		$5.26M Sell
95,097
-1,498
-2% -$81K 0.64% 28
2019
Q2 		$5.06M Sell
96,595
-33,822
-26% -$1.74M 0.66% 26
2019
Q1 		$6.29M Sell
130,417
-726
-0.6% -$36.4K 0.91% 20
2018
Q4 		$5.99M Buy
131,143
+45,356
+53% +$2.33M 1.02% 16
2018
Q3 		$4.53M Sell
85,787
-88
-0.1% -$4.66K 0.8% 19
2018
Q2 		$4.29M Sell
85,875
-21,047
-20% -$1.07M 0.8% 20
2018
Q1 		$5.4M Buy
106,922
+95,605
+845% +$5.23M 1.07% 14
2017
Q4 		$606K Sell
11,317
-2
-0% -$108 0.13% 78
2017
Q3 		$607K Buy
11,319
+2
+0% +$105 0.14% 75
2017
Q2 		$588K Sell
11,317
-1,410
-11% -$72.6K 0.14% 77
2017
Q1 		$655K Hold
12,727
– – 0.16% 66
2016
Q4 		$654K Buy
12,727
+178
+1% +$8.46K 0.16% 65
2016
Q3 		$538K Buy
12,549
+2,703
+27% +$115K 0.14% 66
2016
Q2 		$397K Hold
9,846
– – 0.1% 77
2016
Q1 		$400K Buy
9,846
+139
+1% +$5.55K 0.1% 77
2015
Q4 		$414K Hold
9,707
– – 0.1% 78
2015
Q3 		$398K Hold
9,707
– – 0.09% 82
2015
Q2 		$421K Buy
+9,707
New +$424K 0.1% 82

Other funds holding USB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Empirical Wealth Management's USB Position: Q2 2026 in Review

Empirical Wealth Management increased its US Bancorp (USB) stake by 14% in Q2 2026, buying an estimated $286K and bringing the position to 42,284 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #237.

Empirical Wealth Management first reported a position in USB in Q2 2015 and has held it in 45 quarters since. The position peaked at $6.29M in Q1 2019. 825 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Empirical Wealth Management held 42,284 shares of US Bancorp worth $2.55M as of Q2 2026.
  • Empirical Wealth Management bought 5,102 US Bancorp shares in Q2 2026, an estimated $286K.
  • US Bancorp made up 0.04% of Empirical Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Empirical Wealth Management first reported a position in US Bancorp in Q2 2015 and has held it in 45 quarters since.
  • Empirical Wealth Management's US Bancorp position peaked at $6.29M in Q1 2019.
  • 825 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.