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IVC Wealth Advisors’s US Bancorp USB Stock Holding History

IVC Wealth Advisors’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 		$467K Sell
7,738
-52
-0.7% -$2.91K 0.18% 98
2026
Q1 		$405K Buy
7,790
+307
+4% +$16.9K 0.18% 103
2025
Q4 		$399K Sell
7,483
-79
-1% -$3.89K 0.17% 106
2025
Q3 		$365K Buy
7,562
+696
+10% +$32.9K 0.16% 113
2025
Q2 		$311K Buy
6,866
+539
+9% +$22.7K 0.15% 121
2025
Q1 		$267K Buy
6,327
+836
+15% +$38.6K 0.14% 132
2024
Q4 		$263K Buy
5,491
+1
+0% +$49 0.15% 132
2024
Q3 		$251K Buy
5,490
+3
+0.1% +$132 0.14% 140
2024
Q2 		$218K Buy
+5,487
New +$224K 0.12% 151

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IVC Wealth Advisors's USB Position: Q2 2026 in Review

IVC Wealth Advisors reduced its US Bancorp (USB) stake by 0.67% in Q2 2026, selling an estimated $2.91K and leaving 7,738 shares worth $467K. The position accounts for 0.18% of the portfolio, ranked #98.

IVC Wealth Advisors first reported a position in USB in Q2 2024 and has held it in 9 quarters since. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • IVC Wealth Advisors held 7,738 shares of US Bancorp worth $467K as of Q2 2026.
  • IVC Wealth Advisors sold 52 US Bancorp shares in Q2 2026, an estimated $2.91K.
  • US Bancorp made up 0.18% of IVC Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • IVC Wealth Advisors first reported a position in US Bancorp in Q2 2024 and has held it in 9 quarters since.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.