Gleason Group’s US Bancorp USB Stock Holding History

Gleason Group’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	$4.56K	Hold	79	–	–	﹤0.01%	329
2026 Q2	$4.77K	Buy	+79	New	+$4.43K	﹤0.01%	334
2025 Q3	–	Sell	-526	Closed	-$23.8K	–	202
2025 Q2	$23.8K	Buy	526 +7	+1%	+$294	﹤0.01%	143
2025 Q1	$21.9K	Buy	519 +5	+1%	+$231	﹤0.01%	141
2024 Q4	$24.6K	Buy	514 +5	+1%	+$246	﹤0.01%	140
2024 Q3	$23.3K	Sell	509 -132	-21%	-$5.79K	﹤0.01%	139
2024 Q2	$25.4K	Buy	641 +144	+29%	+$5.87K	0.01%	152
2024 Q1	$22.2K	Buy	497 +6	+1%	+$253	﹤0.01%	142
2023 Q4	$21.3K	Buy	491 +7	+1%	+$256	﹤0.01%	147
2023 Q3	$16K	Buy	484 +7	+1%	+$255	﹤0.01%	162
2023 Q2	$15.8K	Buy	477 +6	+1%	+$194	﹤0.01%	165
2023 Q1	$17K	Buy	+471	New	+$21K	﹤0.01%	156
2022 Q4	–	Sell	-443	Closed	-$18K	–	236
2022 Q3	$18K	Buy	+443	New	+$20.5K	0.01%	152

Other funds holding USB

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gleason Group's USB Position: Q3 2026 in Review

Gleason Group held its US Bancorp (USB) position steady in Q3 2026 at 79 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Gleason Group first reported a position in USB in Q3 2022 and has held it in 13 quarters since. The position peaked at $25.4K in Q2 2024. 272 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Gleason Group held 79 shares of US Bancorp worth $4.56K as of Q3 2026.
Gleason Group left its US Bancorp share count unchanged in Q3 2026.
US Bancorp made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #329 holding.
Gleason Group first reported a position in US Bancorp in Q3 2022 and has held it in 13 quarters since.
Gleason Group's US Bancorp position peaked at $25.4K in Q2 2024.
272 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.