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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
Q3 		$225K Buy
3,896
+27
+0.7% +$1.69K 0.06% 125
2026
Q2 		$234K Buy
+3,869
New +$217K 0.07% 127

Other funds holding USB

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Investment Advisory Services's USB Position: Q3 2026 in Review

Investment Advisory Services increased its US Bancorp (USB) stake by 0.7% in Q3 2026, buying an estimated $1.69K and bringing the position to 3,896 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #125.

Investment Advisory Services first reported a position in USB in Q2 2026 and has held it in 2 quarters since. The position peaked at $234K in Q2 2026. 797 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Investment Advisory Services held 3,896 shares of US Bancorp worth $225K as of Q3 2026.
  • Investment Advisory Services bought 27 US Bancorp shares in Q3 2026, an estimated $1.69K.
  • US Bancorp made up 0.06% of Investment Advisory Services's portfolio in Q3 2026, its #125 holding.
  • Investment Advisory Services first reported a position in US Bancorp in Q2 2026 and has held it in 2 quarters since.
  • Investment Advisory Services's US Bancorp position peaked at $234K in Q2 2026.
  • 797 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Investment Advisory Services's 13F filing for Q3 2026, filed 27 Oct 2026.