IPW
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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Intergy Private Wealth's USB Position: Q2 2026 in Review

Intergy Private Wealth reduced its US Bancorp (USB) stake by 2.5% in Q2 2026, selling an estimated $7.06K and leaving 4,885 shares worth $295K. 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 3 quarters since. 453 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Intergy Private Wealth held 4,885 shares of US Bancorp worth $295K as of Q2 2026.
  • Intergy Private Wealth sold 126 US Bancorp shares in Q2 2026, an estimated $7.06K.
  • US Bancorp made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #103 holding.
  • Intergy Private Wealth first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.