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Global Wealth Strategies & Associates’s US Bancorp USB Stock Holding History

Global Wealth Strategies & Associates’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 		$201K Buy
+3,486
New +$218K 0.04% 109
2026
Q2 		– Sell
-254
Closed -$13.2K – 445
2026
Q1 		$13.2K Hold
254
– – ﹤0.01% 293
2025
Q4 		$13.5K Sell
254
-124
-33% -$6.1K ﹤0.01% 281
2025
Q3 		$18.3K Buy
378
+25
+7% +$1.18K ﹤0.01% 232
2025
Q2 		$16K Hold
353
– – ﹤0.01% 182
2025
Q1 		$14.9K Sell
353
-250
-41% -$11.5K ﹤0.01% 206
2024
Q4 		$28.8K Buy
603
+250
+71% +$12.3K 0.01% 137
2024
Q3 		$16.1K Hold
353
– – 0.01% 152
2024
Q2 		$14K Hold
353
– – 0.01% 146
2024
Q1 		$15.8K Buy
353
+100
+40% +$4.22K 0.01% 143
2023
Q4 		$10.9K Hold
253
– – ﹤0.01% 160
2023
Q3 		$8.36K Hold
253
– – ﹤0.01% 175
2023
Q2 		$8.36K Hold
253
– – ﹤0.01% 175
2023
Q1 		$9.12K Sell
253
-150
-37% -$6.68K ﹤0.01% 170
2022
Q4 		$17.6K Buy
+403
New +$17.2K 0.01% 115

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

Global Wealth Strategies & Associates's USB Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in US Bancorp (USB) in Q3 2026: 3,486 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #109 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in USB as recently as Q1 2026.

Global Wealth Strategies & Associates first reported a position in USB in Q4 2022 and has held it in 15 quarters since. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Global Wealth Strategies & Associates held 3,486 shares of US Bancorp worth $201K as of Q3 2026.
  • US Bancorp was a new Global Wealth Strategies & Associates position in Q3 2026.
  • US Bancorp made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #109 holding.
  • Global Wealth Strategies & Associates first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.