IAS
USB icon

Investment Advisory Services’s US Bancorp USB Stock Holding History

Investment 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 		$234K Buy
+3,869
New +$217K 0.07% 127

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Investment Advisory Services's USB Position: Q2 2026 in Review

Investment Advisory Services opened a new position in US Bancorp (USB) in Q2 2026: 3,869 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings.

638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Investment Advisory Services held 3,869 shares of US Bancorp worth $234K as of Q2 2026.
  • US Bancorp was a new Investment Advisory Services position in Q2 2026.
  • US Bancorp made up 0.07% of Investment Advisory Services's portfolio in Q2 2026, its #127 holding.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.