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Gladstone Institutional Advisory’s US Bancorp USB Stock Holding History

Gladstone Institutional Advisory’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 		$364K Buy
6,032
+60
+1% +$3.36K 0.01% 686
2026
Q1 		$311K Sell
5,972
-296
-5% -$16.3K 0.01% 661
2025
Q4 		$334K Buy
6,268
+204
+3% +$10K 0.01% 606
2025
Q3 		$293K Sell
6,064
-27
-0.4% -$1.28K 0.01% 658
2025
Q2 		$276K Sell
6,091
-30
-0.5% -$1.26K 0.01% 627
2025
Q1 		$258K Sell
6,121
-968
-14% -$44.7K 0.01% 623
2024
Q4 		$339K Buy
7,089
+120
+2% +$5.9K 0.02% 553
2024
Q3 		$319K Sell
6,969
-51
-0.7% -$2.24K 0.02% 564
2024
Q2 		$279K Buy
7,020
+187
+3% +$7.63K 0.01% 560
2024
Q1 		$305K Sell
6,833
-1,882
-22% -$79.4K 0.02% 526
2023
Q4 		$377K Sell
8,715
-1,436
-14% -$52.5K 0.02% 474
2023
Q3 		$336K Sell
10,151
-349
-3% -$12.7K 0.02% 468
2023
Q2 		$347K Sell
10,500
-1,298
-11% -$42K 0.02% 485
2023
Q1 		$425K Buy
11,798
+183
+2% +$8.15K 0.03% 445
2022
Q4 		$507K Buy
11,615
+101
+0.9% +$4.32K 0.04% 390
2022
Q3 		$464K Buy
11,514
+1,688
+17% +$78.1K 0.04% 411
2022
Q2 		$452K Sell
9,826
-7,130
-42% -$356K 0.04% 430
2022
Q1 		$901K Buy
16,956
+4,435
+35% +$255K 0.06% 313
2021
Q4 		$703K Buy
12,521
+5,177
+70% +$306K 0.05% 315
2021
Q3 		$437K Sell
7,344
-9,073
-55% -$517K 0.04% 361
2021
Q2 		$935K Buy
16,417
+3,338
+26% +$196K 0.11% 201
2021
Q1 		$723K Buy
+13,079
New +$653K 0.11% 187

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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gladstone Institutional Advisory's USB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its US Bancorp (USB) stake by 1% in Q2 2026, buying an estimated $3.36K and bringing the position to 6,032 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #686.

Gladstone Institutional Advisory first reported a position in USB in Q1 2021 and has held it in 22 quarters since. The position peaked at $935K in Q2 2021. 695 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Gladstone Institutional Advisory held 6,032 shares of US Bancorp worth $364K as of Q2 2026.
  • Gladstone Institutional Advisory bought 60 US Bancorp shares in Q2 2026, an estimated $3.36K.
  • US Bancorp made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #686 holding.
  • Gladstone Institutional Advisory first reported a position in US Bancorp in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's US Bancorp position peaked at $935K in Q2 2021.
  • 695 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.