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Gilpin Wealth Management’s US Bancorp USB Stock Holding History

Gilpin 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
Q3 		$209K Buy
3,626
+20
+0.6% +$1.25K 0.14% 128
2026
Q2 		$218K Hold
3,606
– – 0.15% 124
2026
Q1 		$188K Hold
3,606
– – 0.15% 121
2025
Q4 		$192K Buy
+3,606
New +$177K 0.15% 118

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

Gilpin Wealth Management's USB Position: Q3 2026 in Review

Gilpin Wealth Management increased its US Bancorp (USB) stake by 0.55% in Q3 2026, buying an estimated $1.25K and bringing the position to 3,626 shares worth $209K. The position accounts for 0.14% of the portfolio, ranked #128.

Gilpin Wealth Management first reported a position in USB in Q4 2025 and has held it in 4 quarters since. The position peaked at $218K in Q2 2026. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Gilpin Wealth Management held 3,626 shares of US Bancorp worth $209K as of Q3 2026.
  • Gilpin Wealth Management bought 20 US Bancorp shares in Q3 2026, an estimated $1.25K.
  • US Bancorp made up 0.14% of Gilpin Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Gilpin Wealth Management first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's US Bancorp position peaked at $218K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.