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Hoese & Co’s US Bancorp USB Stock Holding History

Hoese & Co’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 		$464K Sell
7,680
-500
-6% -$28K 0.3% 28
2026
Q1 		$425K Hold
8,180
– – 0.32% 24
2025
Q4 		$436K Buy
8,180
+1,000
+14% +$49.2K 0.31% 24
2025
Q3 		$347K Sell
7,180
-800
-10% -$37.8K 0.27% 27
2025
Q2 		$361K Buy
7,980
+5,510
+223% +$232K 0.29% 23
2025
Q1 		$104K Hold
2,470
– – 0.09% 42
2024
Q4 		$118K Sell
2,470
-200
-7% -$9.84K 0.1% 41
2024
Q3 		$122K Buy
2,670
+200
+8% +$8.77K 0.1% 40
2024
Q2 		$100K Hold
2,470
– – 0.09% 40
2024
Q1 		$104K Hold
2,470
– – 0.09% 43
2023
Q4 		$94.1K Hold
2,470
– – 0.09% 45
2023
Q3 		$81.6K Sell
2,470
-140
-5% -$5.1K 0.08% 50
2023
Q2 		$86.2K Hold
2,610
– – 0.08% 52
2023
Q1 		$125K Hold
2,610
– – 0.14% 47
2022
Q4 		$119K Hold
2,610
– – 0.13% 53
2022
Q3 		$105K Hold
2,610
– – 0.12% 53
2022
Q2 		$120K Hold
2,610
– – 0.13% 51
2022
Q1 		$139K Hold
2,610
– – 0.14% 47
2021
Q4 		$146K Buy
2,610
+414
+19% +$24.5K 0.15% 53
2021
Q3 		$131K Hold
2,196
– – 0.14% 53
2021
Q2 		$125K Buy
2,196
+800
+57% +$46.9K 0.14% 55
2021
Q1 		$77K Buy
+1,396
New +$69.7K 0.1% 69

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
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

Hoese & Co's USB Position: Q2 2026 in Review

Hoese & Co reduced its US Bancorp (USB) stake by 6.1% in Q2 2026, selling an estimated $28K and leaving 7,680 shares worth $464K. The position accounts for 0.3% of the portfolio, ranked #28.

Hoese & Co first reported a position in USB in Q1 2021 and has held it in 22 quarters since. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Hoese & Co held 7,680 shares of US Bancorp worth $464K as of Q2 2026.
  • Hoese & Co sold 500 US Bancorp shares in Q2 2026, an estimated $28K.
  • US Bancorp made up 0.3% of Hoese & Co's portfolio in Q2 2026, its #28 holding.
  • Hoese & Co first reported a position in US Bancorp in Q1 2021 and has held it in 22 quarters since.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.