Halbert Hargrove Global Advisors’s US Bancorp USB Stock Holding History

Halbert Hargrove Global Advisors’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	$438K	Sell	7,584 -20	-0.3%	-$1.25K	0.02%	74
2026 Q2	$459K	Buy	7,604 +20	+0.3%	+$1.12K	0.02%	72
2026 Q1	$394K	Hold	7,584	–	–	0.02%	70
2025 Q4	$405K	Sell	7,584 -75	-1%	-$3.69K	0.02%	71
2025 Q3	$370K	Buy	7,659 +7,539	+6,283%	+$357K	0.02%	76
2025 Q2	$5.43K	Sell	120 -139	-54%	-$5.84K	﹤0.01%	258
2025 Q1	$10.9K	Buy	259 +32	+14%	+$1.48K	﹤0.01%	239
2024 Q4	$10.9K	Buy	+227	New	+$11.2K	﹤0.01%	219
2015 Q3	–	Sell	-6,952	Closed	-$302K	–	161
2015 Q2	$302K	Buy	+6,952	New	+$304K	0.07%	136

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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

Halbert Hargrove Global Advisors's USB Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its US Bancorp (USB) stake by 0.26% in Q3 2026, selling an estimated $1.25K and leaving 7,584 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #74.

Halbert Hargrove Global Advisors first reported a position in USB in Q2 2015 and has held it in 9 quarters since. The position peaked at $459K in Q2 2026. 474 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Halbert Hargrove Global Advisors held 7,584 shares of US Bancorp worth $438K as of Q3 2026.
Halbert Hargrove Global Advisors sold 20 US Bancorp shares in Q3 2026, an estimated $1.25K.
US Bancorp made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #74 holding.
Halbert Hargrove Global Advisors first reported a position in US Bancorp in Q2 2015 and has held it in 9 quarters since.
Halbert Hargrove Global Advisors's US Bancorp position peaked at $459K in Q2 2026.
474 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.