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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
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

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

InvesTrust's USB Position: Q2 2026 in Review

InvesTrust reduced its US Bancorp (USB) stake by 2.6% in Q2 2026, selling an estimated $68.2K and leaving 44,837 shares worth $2.71M. The position accounts for 1.04% of the portfolio, ranked #34.

InvesTrust first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.52M in Q4 2024. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • InvesTrust held 44,837 shares of US Bancorp worth $2.71M as of Q2 2026.
  • InvesTrust sold 1,218 US Bancorp shares in Q2 2026, an estimated $68.2K.
  • US Bancorp made up 1.04% of InvesTrust's portfolio in Q2 2026, its #34 holding.
  • InvesTrust first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's US Bancorp position peaked at $6.52M in Q4 2024.
  • 930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.