InvesTrust
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InvesTrust’s US Bancorp USB Stock Holding History

InvesTrust’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 		$2.26M Sell
39,206
-5,631
-13% -$352K 0.92% 37
2026
Q2 		$2.71M Sell
44,837
-1,218
-3% -$68.2K 1.04% 34
2026
Q1 		$2.4M Sell
46,055
-725
-2% -$39.8K 1.01% 40
2025
Q4 		$2.5M Sell
46,780
-2,283
-5% -$112K 0.97% 33
2025
Q3 		$2.37M Sell
49,063
-28
-0.1% -$1.32K 0.87% 38
2025
Q2 		$2.22M Sell
49,091
-87,639
-64% -$3.68M 0.86% 43
2025
Q1 		$5.77M Buy
136,730
+892
+0.7% +$41.2K 1.58% 34
2024
Q4 		$6.52M Buy
+135,838
New +$6.68M 1.81% 23

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

InvesTrust's USB Position: Q3 2026 in Review

InvesTrust reduced its US Bancorp (USB) stake by 13% in Q3 2026, selling an estimated $352K and leaving 39,206 shares worth $2.26M. The position accounts for 0.92% of the portfolio, ranked #37.

InvesTrust first reported a position in USB in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.52M in Q4 2024. 902 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • InvesTrust held 39,206 shares of US Bancorp worth $2.26M as of Q3 2026.
  • InvesTrust sold 5,631 US Bancorp shares in Q3 2026, an estimated $352K.
  • US Bancorp made up 0.92% of InvesTrust's portfolio in Q3 2026, its #37 holding.
  • InvesTrust first reported a position in US Bancorp in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's US Bancorp position peaked at $6.52M in Q4 2024.
  • 902 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.