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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
Q2 		$4.84K Hold
77
– – ﹤0.01% 304
2026
Q1 		$4.13K 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

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

Holos Integrated Wealth's USB Position: Q2 2026 in Review

Holos Integrated Wealth held its US Bancorp (USB) position steady in Q2 2026 at 77 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Holos Integrated Wealth first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Holos Integrated Wealth held 77 shares of US Bancorp worth $4.84K as of Q2 2026.
  • Holos Integrated Wealth left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #304 holding.
  • Holos Integrated Wealth first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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