FFA
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Farther Finance Advisors’s US Bancorp USB Stock Holding History

Farther Finance 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 		$7.27M Buy
125,852
+11,103
+10% +$693K 0.05% 333
2026
Q2 		$6.93M Buy
114,749
+14,655
+15% +$821K 0.05% 309
2026
Q1 		$5.28M Buy
100,094
+15,814
+19% +$869K 0.05% 333
2025
Q4 		$4.5M Buy
84,280
+23,373
+38% +$1.15M 0.05% 335
2025
Q3 		$2.94M Buy
60,907
+8,146
+15% +$385K 0.04% 329
2025
Q2 		$2.39M Buy
52,761
+10,951
+26% +$460K 0.05% 319
2025
Q1 		$1.75M Buy
41,810
+27,343
+189% +$1.26M 0.04% 335
2024
Q4 		$692K Buy
14,467
+530
+4% +$26.1K 0.03% 492
2024
Q3 		$637K Buy
13,937
+4,976
+56% +$218K 0.02% 502
2024
Q2 		$352K Buy
8,961
+2,127
+31% +$86.7K 0.02% 608
2024
Q1 		$300K Buy
6,834
+1,354
+25% +$57.1K 0.02% 547
2023
Q4 		$237K Buy
5,480
+2,169
+66% +$79.3K 0.02% 512
2023
Q3 		$109K Sell
3,311
-124
-4% -$4.52K 0.02% 527
2023
Q2 		$113K Buy
3,435
+709
+26% +$22.9K 0.02% 421
2023
Q1 		$98.3K Buy
2,726
+924
+51% +$41.2K 0.03% 411
2022
Q4 		$78.6K Buy
+1,802
New +$77.1K 0.03% 377

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

Farther Finance Advisors's USB Position: Q3 2026 in Review

Farther Finance Advisors increased its US Bancorp (USB) stake by 9.7% in Q3 2026, buying an estimated $693K and bringing the position to 125,852 shares worth $7.27M. The position accounts for 0.05% of the portfolio, ranked #333.

Farther Finance Advisors first reported a position in USB in Q4 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Farther Finance Advisors held 125,852 shares of US Bancorp worth $7.27M as of Q3 2026.
  • Farther Finance Advisors bought 11,103 US Bancorp shares in Q3 2026, an estimated $693K.
  • US Bancorp made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #333 holding.
  • Farther Finance Advisors first reported a position in US Bancorp in Q4 2022 and has held it in 16 quarters since.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.