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Investment House LLC’s US Bancorp USB Stock Holding History

Investment House LLC’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 		$376K Buy
6,225
+200
+3% +$11.2K 0.02% 188
2026
Q1 		$313K Hold
6,025
– – 0.02% 188
2025
Q4 		$321K Hold
6,025
– – 0.02% 184
2025
Q3 		$291K Hold
6,025
– – 0.01% 196
2025
Q2 		$273K Hold
6,025
– – 0.01% 198
2025
Q1 		$254K Sell
6,025
-100
-2% -$4.61K 0.01% 202
2024
Q4 		$293K Hold
6,125
– – 0.02% 184
2024
Q3 		$280K Hold
6,125
– – 0.02% 191
2024
Q2 		$243K Sell
6,125
-200
-3% -$8.16K 0.01% 193
2024
Q1 		$283K Hold
6,325
– – 0.02% 193
2023
Q4 		$274K Sell
6,325
-300
-5% -$11K 0.02% 177
2023
Q3 		$219K Hold
6,625
– – 0.02% 175
2023
Q2 		$219K Hold
6,625
– – 0.02% 179
2023
Q1 		$239K Sell
6,625
-100
-1% -$4.45K 0.02% 174
2022
Q4 		$293K Buy
6,725
+125
+2% +$5.35K 0.03% 156
2022
Q3 		$266K Hold
6,600
– – 0.02% 163
2022
Q2 		$304K Hold
6,600
– – 0.03% 145
2022
Q1 		$351K Hold
6,600
– – 0.03% 153
2021
Q4 		$371K Hold
6,600
– – 0.02% 152
2021
Q3 		$392K Sell
6,600
-100
-1% -$5.69K 0.03% 155
2021
Q2 		$381K Hold
6,700
– – 0.03% 162
2021
Q1 		$371K Sell
6,700
-400
-6% -$20K 0.03% 159
2020
Q4 		$331K Buy
7,100
+100
+1% +$4.23K 0.02% 187
2020
Q3 		$251K Hold
7,000
– – 0.02% 182
2020
Q2 		$258K Buy
+7,000
New +$249K 0.02% 169

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Investment House LLC's USB Position: Q2 2026 in Review

Investment House LLC increased its US Bancorp (USB) stake by 3.3% in Q2 2026, buying an estimated $11.2K and bringing the position to 6,225 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #188.

Investment House LLC first reported a position in USB in Q2 2020 and has held it in 25 quarters since. The position peaked at $392K in Q3 2021. 929 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Investment House LLC held 6,225 shares of US Bancorp worth $376K as of Q2 2026.
  • Investment House LLC bought 200 US Bancorp shares in Q2 2026, an estimated $11.2K.
  • US Bancorp made up 0.02% of Investment House LLC's portfolio in Q2 2026, its #188 holding.
  • Investment House LLC first reported a position in US Bancorp in Q2 2020 and has held it in 25 quarters since.
  • Investment House LLC's US Bancorp position peaked at $392K in Q3 2021.
  • 929 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.