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Forteris Wealth Management’s US Bancorp USB Stock Holding History

Forteris 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 		– Sell
-5,900
Closed -$307K – 73
2026
Q1 		$307K Buy
+5,900
New +$324K 0.29% 57

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Forteris Wealth Management sold out of US Bancorp (USB) in Q2 2026, closing a stake of 5,900 shares — an estimated $307K sold.

Forteris Wealth Management first reported a position in USB in Q1 2026 and held it in 1 quarter. The position peaked at $307K in Q1 2026. 1,283 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Forteris Wealth Management reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Forteris Wealth Management sold 5,900 US Bancorp shares in Q2 2026, an estimated $307K.
  • Forteris Wealth Management first reported a position in US Bancorp in Q1 2026 and held it in 1 quarter.
  • Forteris Wealth Management's US Bancorp position peaked at $307K in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.