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HHM Wealth Advisors’s US Bancorp USB Stock Holding History

HHM Wealth 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
Q2 		$20.9K Hold
346
– – ﹤0.01% 530
2026
Q1 		$18K Hold
346
– – ﹤0.01% 532
2025
Q4 		$18.5K Hold
346
– – ﹤0.01% 513
2025
Q3 		$16.7K Buy
346
+141
+69% +$6.67K ﹤0.01% 541
2025
Q2 		$9.28K Sell
205
-27
-12% -$1.14K ﹤0.01% 622
2025
Q1 		$9.8K Hold
232
– – ﹤0.01% 595
2024
Q4 		$11.1K Buy
232
+27
+13% +$1.33K ﹤0.01% 577
2024
Q3 		$9.38K Hold
205
– – ﹤0.01% 575
2024
Q2 		$8.14K Hold
205
– – ﹤0.01% 580
2024
Q1 		$9.16K Hold
205
– – ﹤0.01% 535
2023
Q4 		$8.87K Hold
205
– – ﹤0.01% 535
2023
Q3 		$6.78K Hold
205
– – ﹤0.01% 581
2023
Q2 		$6.77K Hold
205
– – ﹤0.01% 611
2023
Q1 		$7.39K Sell
205
-229
-53% -$10.2K ﹤0.01% 572
2022
Q4 		$18.9K Buy
434
+10
+2% +$428 ﹤0.01% 366
2022
Q3 		$17K Hold
424
– – ﹤0.01% 372
2022
Q2 		$20K Buy
424
+219
+107% +$10.9K 0.01% 426
2022
Q1 		$11K Hold
205
– – ﹤0.01% 528
2021
Q4 		$12K Hold
205
– – ﹤0.01% 498
2021
Q3 		$12K Hold
205
– – ﹤0.01% 481
2021
Q2 		$12K Hold
205
– – ﹤0.01% 460
2021
Q1 		$11K Hold
205
– – ﹤0.01% 445
2020
Q4 		$10K Buy
+205
New +$8.68K ﹤0.01% 421

Other funds holding USB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HHM Wealth Advisors's USB Position: Q2 2026 in Review

HHM Wealth Advisors held its US Bancorp (USB) position steady in Q2 2026 at 346 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

HHM Wealth Advisors first reported a position in USB in Q4 2020 and has held it in 23 quarters since. 695 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • HHM Wealth Advisors held 346 shares of US Bancorp worth $20.9K as of Q2 2026.
  • HHM Wealth Advisors left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #530 holding.
  • HHM Wealth Advisors first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • 695 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.