HWP
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Highline Wealth Partners’s US Bancorp USB Stock Holding History

Highline Wealth Partners’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 		$26.3K Sell
436
-158
-27% -$8.85K 0.01% 343
2026
Q1 		$30.9K Buy
594
+184
+45% +$10.1K 0.01% 231
2025
Q4 		$21.9K Buy
410
+13
+3% +$639 0.01% 241
2025
Q3 		$19.2K Buy
397
+9
+2% +$426 0.01% 282
2025
Q2 		$17.6K Buy
388
+132
+52% +$5.55K 0.01% 243
2025
Q1 		$10.8K Sell
256
-62
-19% -$2.86K ﹤0.01% 300
2024
Q4 		$15.2K Buy
318
+77
+32% +$3.79K 0.01% 198
2024
Q3 		$11K Buy
241
+32
+15% +$1.4K ﹤0.01% 240
2024
Q2 		$8.3K Buy
209
+197
+1,642% +$8.03K ﹤0.01% 240
2024
Q1 		$536 Hold
12
– – ﹤0.01% 399
2023
Q4 		$519 Hold
12
– – ﹤0.01% 371
2023
Q3 		$397 Hold
12
– – ﹤0.01% 353
2023
Q2 		$396 Sell
12
-5
-29% -$162 ﹤0.01% 310
2023
Q1 		$613 Buy
17
+5
+42% +$223 ﹤0.01% 296
2022
Q4 		$523 Hold
12
– – ﹤0.01% 302
2022
Q3 		$484 Buy
+12
New +$555 ﹤0.01% 299

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Highline Wealth Partners's USB Position: Q2 2026 in Review

Highline Wealth Partners reduced its US Bancorp (USB) stake by 27% in Q2 2026, selling an estimated $8.85K and leaving 436 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #343.

Highline Wealth Partners first reported a position in USB in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.9K in Q1 2026. 454 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Highline Wealth Partners held 436 shares of US Bancorp worth $26.3K as of Q2 2026.
  • Highline Wealth Partners sold 158 US Bancorp shares in Q2 2026, an estimated $8.85K.
  • US Bancorp made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #343 holding.
  • Highline Wealth Partners first reported a position in US Bancorp in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's US Bancorp position peaked at $30.9K in Q1 2026.
  • 454 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.