Greater Midwest Financial Group’s US Bancorp USB Stock Holding History

Greater Midwest Financial 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	$435K	Buy	7,204 +61	+0.9%	+$3.42K	0.22%	39
2026 Q1	$372K	Buy	7,143 +68	+1%	+$3.74K	0.2%	42
2025 Q4	$378K	Sell	7,075 -351	-5%	-$17.3K	0.21%	45
2025 Q3	$359K	Sell	7,426 -170	-2%	-$8.04K	0.23%	43
2025 Q2	$344K	Buy	7,596 +122	+2%	+$5.13K	0.26%	42
2025 Q1	$316K	Sell	7,474 -342	-4%	-$15.8K	0.22%	44
2024 Q4	$374K	Sell	7,816 -270	-3%	-$13.3K	0.24%	42
2024 Q3	$370K	Buy	8,086 +5	+0.1%	+$219	0.22%	46
2024 Q2	$342K	Buy	8,081 +191	+2%	+$7.79K	0.22%	44
2024 Q1	$353K	Buy	7,890 +86	+1%	+$3.63K	0.22%	42
2023 Q4	$338K	Buy	+7,804	New	+$285K	0.23%	40

Other funds holding USB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Greater Midwest Financial Group's USB Position: Q2 2026 in Review

Greater Midwest Financial Group increased its US Bancorp (USB) stake by 0.85% in Q2 2026, buying an estimated $3.42K and bringing the position to 7,204 shares worth $435K. The position accounts for 0.22% of the portfolio, ranked #39.

Greater Midwest Financial Group first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Greater Midwest Financial Group held 7,204 shares of US Bancorp worth $435K as of Q2 2026.
Greater Midwest Financial Group bought 61 US Bancorp shares in Q2 2026, an estimated $3.42K.
US Bancorp made up 0.22% of Greater Midwest Financial Group's portfolio in Q2 2026, its #39 holding.
Greater Midwest Financial Group first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.