Grant Private Wealth Management’s US Bancorp USB Stock Holding History

Grant Private 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	$1.01M	Buy	+17,542	New	+$1.1M	0.45%	52

Other funds holding USB

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

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

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

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

Grant Private Wealth Management's USB Position: Q3 2026 in Review

Grant Private Wealth Management opened a new position in US Bancorp (USB) in Q3 2026: 17,542 shares worth $1.01M. The stake represents 0.45% of the portfolio and ranks #52 among its holdings.

436 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Grant Private Wealth Management held 17,542 shares of US Bancorp worth $1.01M as of Q3 2026.
US Bancorp was a new Grant Private Wealth Management position in Q3 2026.
US Bancorp made up 0.45% of Grant Private Wealth Management's portfolio in Q3 2026, its #52 holding.
436 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.