Institute for Wealth Management’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $644K | Hold |
10,658
| – | – | 0.06% | 277 |
|
|
2026
Q1 | $554K | Sell |
10,658
-2
| -0% | -$110 | 0.06% | 299 |
|
|
2025
Q4 | $569K | Buy |
10,660
+253
| +2% | +$12.4K | 0.06% | 281 |
|
|
2025
Q3 | $503K | Sell |
10,407
-255
| -2% | -$12.1K | 0.05% | 323 |
|
|
2025
Q2 | $482K | Hold |
10,662
| – | – | 0.05% | 323 |
|
|
2025
Q1 | $450K | Sell |
10,662
-45
| -0.4% | -$2.08K | 0.06% | 316 |
|
|
2024
Q4 | $512K | Sell |
10,707
-100
| -0.9% | -$4.92K | 0.06% | 283 |
|
|
2024
Q3 | $494K | Sell |
10,807
-200
| -2% | -$8.77K | 0.06% | 299 |
|
|
2024
Q2 | $437K | Sell |
11,007
-128
| -1% | -$5.22K | 0.06% | 309 |
|
|
2024
Q1 | $498K | Hold |
11,135
| – | – | 0.06% | 294 |
|
|
2023
Q4 | $482K | Sell |
11,135
-77
| -0.7% | -$2.81K | 0.08% | 276 |
|
|
2023
Q3 | $371K | Sell |
11,212
-88
| -0.8% | -$3.21K | 0.07% | 310 |
|
|
2023
Q2 | $373K | Buy |
11,300
+368
| +3% | +$11.9K | 0.06% | 318 |
|
|
2023
Q1 | $394K | Sell |
10,932
-115
| -1% | -$5.12K | 0.08% | 299 |
|
|
2022
Q4 | $482K | Buy |
11,047
+360
| +3% | +$15.4K | 0.1% | 269 |
|
|
2022
Q3 | $431K | Hold |
10,687
| – | – | 0.1% | 265 |
|
|
2022
Q2 | $492K | Sell |
10,687
-24
| -0.2% | -$1.2K | 0.1% | 280 |
|
|
2022
Q1 | $569K | Buy |
10,711
+40
| +0.4% | +$2.3K | 0.09% | 271 |
|
|
2021
Q4 | $599K | Hold |
10,671
| – | – | 0.1% | 246 |
|
|
2021
Q3 | $634K | Hold |
10,671
| – | – | 0.11% | 227 |
|
|
2021
Q2 | $608K | Hold |
10,671
| – | – | 0.11% | 232 |
|
|
2021
Q1 | $590K | Sell |
10,671
-20
| -0.2% | -$999 | 0.11% | 227 |
|
|
2020
Q4 | $498K | Sell |
10,691
-672
| -6% | -$28.4K | 0.1% | 257 |
|
|
2020
Q3 | $407K | Sell |
11,363
-49
| -0.4% | -$1.79K | 0.09% | 264 |
|
|
2020
Q2 | $420K | Sell |
11,412
-616
| -5% | -$22K | 0.1% | 270 |
|
|
2020
Q1 | $414K | Sell |
12,028
-296
| -2% | -$14.3K | 0.13% | 218 |
|
|
2019
Q4 | $731K | Hold |
12,324
| – | – | 0.17% | 182 |
|
|
2019
Q3 | $682K | Sell |
12,324
-1,349
| -10% | -$72.9K | 0.17% | 175 |
|
|
2019
Q2 | $716K | Buy |
13,673
+465
| +4% | +$24K | 0.16% | 194 |
|
|
2019
Q1 | $637K | Buy |
+13,208
| New | +$662K | 0.14% | 197 |
|
|
2018
Q4 | – | Sell |
-12,058
| Closed | -$641K | – | 344 |
|
|
2018
Q3 | $641K | Buy |
12,058
+40
| +0.3% | +$2.12K | 0.22% | 138 |
|
|
2018
Q2 | $600K | Sell |
12,018
-156
| -1% | -$7.92K | 0.19% | 150 |
|
|
2018
Q1 | $611K | Buy |
12,174
+154
| +1% | +$8.43K | 0.18% | 173 |
|
|
2017
Q4 | $640K | Sell |
12,020
-1,482
| -11% | -$79.7K | 0.15% | 189 |
|
|
2017
Q3 | $719K | Sell |
13,502
-154
| -1% | -$8.06K | 0.23% | 149 |
|
|
2017
Q2 | $707K | Buy |
+13,656
| New | +$703K | 0.19% | 171 |
|
Other funds holding USB
MB
Institute for Wealth Management's USB Position: Q2 2026 in Review
Institute for Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 10,658 shares worth $644K. The position accounts for 0.06% of the portfolio, ranked #277.
Institute for Wealth Management first reported a position in USB in Q2 2017 and has held it in 36 quarters since. The position peaked at $731K in Q4 2019. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Institute for Wealth Management held 10,658 shares of US Bancorp worth $644K as of Q2 2026.
- Institute for Wealth Management left its US Bancorp share count unchanged in Q2 2026.
- US Bancorp made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #277 holding.
- Institute for Wealth Management first reported a position in US Bancorp in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's US Bancorp position peaked at $731K in Q4 2019.
- 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.