Holos Integrated Wealth
USB icon

Holos Integrated Wealth’s US Bancorp USB Stock Holding History

Holos Integrated Wealth’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 		$4.45K Hold
77
– – ﹤0.01% 318
2026
Q2 		$4.84K Hold
77
– – ﹤0.01% 304
2026
Q1 		$4.14K Hold
77
– – ﹤0.01% 309
2025
Q4 		$4.15K Hold
77
– – ﹤0.01% 248
2025
Q3 		$3.49K Hold
77
– – ﹤0.01% 248
2025
Q2 		$3.45K Hold
77
– – ﹤0.01% 250
2025
Q1 		$3.25K Hold
77
– – ﹤0.01% 256
2024
Q4 		$3.68K Buy
+77
New +$3.79K ﹤0.01% 250

Other funds holding USB

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Holos Integrated Wealth's USB Position: Q3 2026 in Review

Holos Integrated Wealth held its US Bancorp (USB) position steady in Q3 2026 at 77 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Holos Integrated Wealth first reported a position in USB in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.84K in Q2 2026. 564 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Holos Integrated Wealth held 77 shares of US Bancorp worth $4.45K as of Q3 2026.
  • Holos Integrated Wealth left its US Bancorp share count unchanged in Q3 2026.
  • US Bancorp made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #318 holding.
  • Holos Integrated Wealth first reported a position in US Bancorp in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's US Bancorp position peaked at $4.84K in Q2 2026.
  • 564 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.