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Juncture Wealth Strategies’s US Bancorp USB Stock Holding History

Juncture Wealth Strategies’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 		$217K Buy
+3,761
New +$235K 0.06% 178
2026
Q2 		– Sell
-4,090
Closed -$213K – 185
2026
Q1 		$213K Buy
4,090
+50
+1% +$2.75K 0.07% 130
2025
Q4 		$216K Buy
+4,040
New +$199K 0.07% 127

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Juncture Wealth Strategies's USB Position: Q3 2026 in Review

Juncture Wealth Strategies opened a new position in US Bancorp (USB) in Q3 2026: 3,761 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #178 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in USB as recently as Q1 2026.

Juncture Wealth Strategies first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Juncture Wealth Strategies held 3,761 shares of US Bancorp worth $217K as of Q3 2026.
  • US Bancorp was a new Juncture Wealth Strategies position in Q3 2026.
  • US Bancorp made up 0.06% of Juncture Wealth Strategies's portfolio in Q3 2026, its #178 holding.
  • Juncture Wealth Strategies first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.