IWM
USB icon

Iams Wealth Management’s US Bancorp USB Stock Holding History

Iams 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
2023
Q3 		– Sell
-61,820
Closed -$2.03M – 226
2023
Q2 		$2.03M Buy
+61,820
New +$2M 0.74% 47

Other funds holding USB

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Iams Wealth Management reduced its US Bancorp (USB) stake by 33% in Q2 2026, selling an estimated $651K and leaving 23,747 shares worth $1.43M. The position accounts for 0.43% of the portfolio, ranked #67.

Iams Wealth Management first reported a position in USB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q4 2025. 747 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Iams Wealth Management held 23,747 shares of US Bancorp worth $1.43M as of Q2 2026.
  • Iams Wealth Management sold 11,616 US Bancorp shares in Q2 2026, an estimated $651K.
  • US Bancorp made up 0.43% of Iams Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Iams Wealth Management first reported a position in US Bancorp in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's US Bancorp position peaked at $1.91M in Q4 2025.
  • 747 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.