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HRC Wealth Management’s US Bancorp USB Stock Holding History

HRC Wealth Management’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 		$545K Buy
9,027
+58
+0.6% +$3.25K 0.22% 37
2026
Q1 		$466K Buy
8,969
+59
+0.7% +$3.24K 0.22% 39
2025
Q4 		$475K Buy
8,910
+62
+0.7% +$3.05K 0.23% 36
2025
Q3 		$428K Buy
8,848
+65
+0.7% +$3.07K 0.21% 38
2025
Q2 		$397K Buy
8,783
+77
+0.9% +$3.24K 0.21% 37
2025
Q1 		$368K Buy
8,706
+58
+0.7% +$2.68K 0.23% 36
2024
Q4 		$414K Buy
8,648
+58
+0.7% +$2.85K 0.25% 32
2024
Q3 		$393K Buy
8,590
+67
+0.8% +$2.94K 0.25% 26
2024
Q2 		$338K Sell
8,523
-53
-0.6% -$2.16K 0.23% 28
2024
Q1 		$383K Buy
8,576
+2
+0% +$84 0.28% 24
2023
Q4 		$371K Buy
+8,574
New +$313K 0.32% 16

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

HRC Wealth Management's USB Position: Q2 2026 in Review

HRC Wealth Management increased its US Bancorp (USB) stake by 0.65% in Q2 2026, buying an estimated $3.25K and bringing the position to 9,027 shares worth $545K. The position accounts for 0.22% of the portfolio, ranked #37.

HRC Wealth Management first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 891 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • HRC Wealth Management held 9,027 shares of US Bancorp worth $545K as of Q2 2026.
  • HRC Wealth Management bought 58 US Bancorp shares in Q2 2026, an estimated $3.25K.
  • US Bancorp made up 0.22% of HRC Wealth Management's portfolio in Q2 2026, its #37 holding.
  • HRC Wealth Management first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 891 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.