FHC
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First Heartland Consultants’s US Bancorp USB Stock Holding History

First Heartland Consultants’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 		$237K Buy
+3,917
New +$219K 0.02% 540
2026
Q1 		– Sell
-6,711
Closed -$358K – 577
2025
Q4 		$358K Buy
6,711
+55
+0.8% +$2.71K 0.03% 371
2025
Q3 		$322K Sell
6,656
-217
-3% -$10.3K 0.03% 387
2025
Q2 		$311K Buy
6,873
+730
+12% +$30.7K 0.03% 375
2025
Q1 		$259K Sell
6,143
-179
-3% -$8.26K 0.03% 377
2024
Q4 		$302K Buy
+6,322
New +$311K 0.03% 346
2024
Q1 		– Sell
-13,356
Closed -$578K – 438
2023
Q4 		$578K Sell
13,356
-23,580
-64% -$862K 0.07% 196
2023
Q3 		$1.22M Buy
36,936
+7,247
+24% +$264K 0.15% 131
2023
Q2 		$981K Buy
+29,689
New +$960K 0.13% 141
2023
Q1 		– Sell
-7,939
Closed -$346K – 399
2022
Q4 		$346K Buy
+7,939
New +$340K 0.06% 257
2018
Q2 		– Sell
-5,265
Closed -$266K – 266
2018
Q1 		$266K Buy
5,265
+511
+11% +$28K 0.08% 226
2017
Q4 		$255K Sell
4,754
-1,891
-28% -$102K 0.08% 230
2017
Q3 		$356K Buy
6,645
+523
+9% +$27.4K 0.09% 253
2017
Q2 		$318K Sell
6,122
-1,474
-19% -$75.9K 0.08% 259
2017
Q1 		$391K Buy
7,596
+76
+1% +$4.05K 0.11% 219
2016
Q4 		$386K Sell
7,520
-3
-0% -$143 0.12% 216
2016
Q3 		$323K Buy
7,523
+167
+2% +$7.09K 0.09% 229
2016
Q2 		$297 Buy
7,356
+1,359
+23% +$56.6K 0.03% 229
2016
Q1 		$243K Sell
5,997
-45
-0.7% -$1.8K 0.09% 225
2015
Q4 		$258K Hold
6,042
– – 0.1% 216
2015
Q3 		$248K Buy
6,042
+500
+9% +$21.7K 0.1% 207
2015
Q2 		$241 Buy
+5,542
New +$242K 0.07% 218
2015
Q1 		– Sell
-5,289
Closed -$238K – 271
2014
Q4 		$238K Buy
+5,289
New +$228K 0.1% 208

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

First Heartland Consultants's USB Position: Q2 2026 in Review

First Heartland Consultants opened a new position in US Bancorp (USB) in Q2 2026: 3,917 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in USB as recently as Q4 2025.

First Heartland Consultants first reported a position in USB in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.22M in Q3 2023. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • First Heartland Consultants held 3,917 shares of US Bancorp worth $237K as of Q2 2026.
  • US Bancorp was a new First Heartland Consultants position in Q2 2026.
  • US Bancorp made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #540 holding.
  • First Heartland Consultants first reported a position in US Bancorp in Q4 2014 and has held it in 23 quarters since.
  • First Heartland Consultants's US Bancorp position peaked at $1.22M in Q3 2023.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.