Hummer Financial Advisory Services’s US Bancorp USB Stock Holding History

Hummer Financial Advisory Services’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	$485K	Hold	7,959	–	–	0.32%	67
2026 Q1	$418K	Hold	7,959	–	–	0.3%	71
2025 Q4	$429K	Sell	7,959 -253	-3%	-$12.4K	0.3%	67
2025 Q3	$401K	Hold	8,212	–	–	0.29%	72
2025 Q2	$376K	Hold	8,212	–	–	0.28%	72
2025 Q1	$351K	Buy	8,212 +300	+4%	+$13.8K	0.28%	70
2024 Q4	$383K	Sell	7,912 -300	-4%	-$14.8K	0.3%	65
2024 Q3	$380K	Hold	8,212	–	–	0.3%	70
2024 Q2	$330K	Hold	8,212	–	–	0.29%	70
2024 Q1	$371K	Hold	8,212	–	–	0.31%	67
2023 Q4	$359K	Sell	8,212 -200	-2%	-$7.31K	0.33%	60
2023 Q3	$282K	Hold	8,412	–	–	0.29%	74
2023 Q2	$282K	Hold	8,412	–	–	0.28%	76
2023 Q1	$307K	Sell	8,412 -214	-2%	-$9.53K	0.33%	74
2022 Q4	$380K	Hold	8,626	–	–	0.42%	62
2022 Q3	$352K	Sell	8,626 -126	-1%	-$5.83K	0.41%	59
2022 Q2	$407K	Hold	8,752	–	–	0.46%	53
2022 Q1	$469K	Buy	8,752 +339	+4%	+$19.5K	0.42%	56
2021 Q4	$476K	Sell	8,413 -340	-4%	-$20.1K	0.4%	56
2021 Q3	$524K	Hold	8,753	–	–	0.48%	44
2021 Q2	$502K	Hold	8,753	–	–	0.46%	52
2021 Q1	$488K	Buy	8,753 +300	+4%	+$15K	0.47%	51
2020 Q4	$397K	Hold	8,453	–	–	0.42%	60
2020 Q3	$307K	Sell	8,453 -300	-3%	-$11K	0.36%	65
2020 Q2	$326K	Hold	8,753	–	–	0.42%	54
2020 Q1	$305K	Buy	8,753 +715	+9%	+$34.5K	0.46%	56
2019 Q4	$480K	Buy	+8,038	New	+$465K	0.52%	54

Other funds holding USB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hummer Financial Advisory Services's USB Position: Q2 2026 in Review

Hummer Financial Advisory Services held its US Bancorp (USB) position steady in Q2 2026 at 7,959 shares worth $485K. The position accounts for 0.32% of the portfolio, ranked #67.

Hummer Financial Advisory Services first reported a position in USB in Q4 2019 and has held it in 27 quarters since. The position peaked at $524K in Q3 2021. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Hummer Financial Advisory Services held 7,959 shares of US Bancorp worth $485K as of Q2 2026.
Hummer Financial Advisory Services left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.32% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #67 holding.
Hummer Financial Advisory Services first reported a position in US Bancorp in Q4 2019 and has held it in 27 quarters since.
Hummer Financial Advisory Services's US Bancorp position peaked at $524K in Q3 2021.
930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.