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 Q2	$4.77K	Buy	+79	New	+$4.43K	﹤0.01%	334
2025 Q3	–	Sell	-526	Closed	-$23.8K	–	205
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	–	237
2022 Q3	$18K	Buy	+443	New	+$20.5K	0.01%	152

Other funds holding USB

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return