Intergy Private Wealth
USB icon

Intergy Private Wealth’s US Bancorp USB Stock Holding History

Intergy Private 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
Q3 		$290K Buy
5,020
+135
+3% +$8.43K 0.07% 103
2026
Q2 		$295K Sell
4,885
-126
-3% -$7.06K 0.07% 103
2026
Q1 		$261K Buy
5,011
+696
+16% +$38.2K 0.08% 97
2025
Q4 		$230K Buy
+4,315
New +$212K 0.07% 101

Other funds holding USB

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Intergy Private Wealth's USB Position: Q3 2026 in Review

Intergy Private Wealth increased its US Bancorp (USB) stake by 2.8% in Q3 2026, buying an estimated $8.43K and bringing the position to 5,020 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #103.

Intergy Private Wealth first reported a position in USB in Q4 2025 and has held it in 4 quarters since. The position peaked at $295K in Q2 2026. 579 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Intergy Private Wealth held 5,020 shares of US Bancorp worth $290K as of Q3 2026.
  • Intergy Private Wealth bought 135 US Bancorp shares in Q3 2026, an estimated $8.43K.
  • US Bancorp made up 0.07% of Intergy Private Wealth's portfolio in Q3 2026, its #103 holding.
  • Intergy Private Wealth first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Intergy Private Wealth's US Bancorp position peaked at $295K in Q2 2026.
  • 579 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.