KMWM
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Keudell/Morrison Wealth Management’s US Bancorp USB Stock Holding History

Keudell/Morrison Wealth Management’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 		$3.11M Sell
51,526
-409
-0.8% -$22.9K 0.59% 36
2026
Q1 		$2.7M Sell
51,935
-1,592
-3% -$87.5K 0.55% 37
2025
Q4 		$2.86M Buy
+53,527
New +$2.63M 0.6% 35
2025
Q2 		$2.93M Sell
64,670
-520
-0.8% -$21.9K 0.65% 30
2025
Q1 		$2.75M Sell
65,190
-2,809
-4% -$130K 0.65% 28
2024
Q4 		$3.25M Sell
67,999
-1,950
-3% -$95.9K 0.85% 25
2024
Q3 		$3.2M Buy
69,949
+1,153
+2% +$50.6K 0.87% 25
2024
Q2 		$2.73M Sell
68,796
-7,366
-10% -$300K 0.8% 27
2024
Q1 		$3.4M Buy
76,162
+1,150
+2% +$48.5K 1.03% 21
2023
Q4 		$3.25M Sell
75,012
-9,250
-11% -$338K 1.07% 18
2023
Q3 		$2.79M Sell
84,262
-553
-0.7% -$20.1K 0.85% 21
2023
Q2 		$2.8M Buy
84,815
+581
+0.7% +$18.8K 0.81% 22
2023
Q1 		$3.04M Sell
84,234
-1,926
-2% -$85.8K 0.89% 20
2022
Q4 		$3.76M Sell
86,160
-68
-0.1% -$2.91K 1.21% 14
2022
Q3 		$3.48M Buy
86,228
+1,144
+1% +$52.9K 1.3% 14
2022
Q2 		$3.92M Sell
85,084
-1,655
-2% -$82.6K 1.42% 13
2022
Q1 		$4.61M Buy
86,739
+2,417
+3% +$139K 1.93% 9
2021
Q4 		$4.74M Sell
84,322
-13
-0% -$769 1.87% 8
2021
Q3 		$5.01M Buy
84,335
+1,299
+2% +$74K 2.15% 5
2021
Q2 		$4.73M Buy
83,036
+429
+0.5% +$25.2K 2.59% 6
2021
Q1 		$4.57M Buy
82,607
+3,296
+4% +$165K 2.65% 5
2020
Q4 		$3.69M Sell
79,311
-11,095
-12% -$470K 2.35% 6
2020
Q3 		$3.24M Buy
90,406
+419
+0.5% +$15.3K 2.08% 8
2020
Q2 		$3.31M Buy
89,987
+20,779
+30% +$740K 2.74% 4
2020
Q1 		$2.38M Buy
69,208
+3,233
+5% +$156K 2.33% 5
2019
Q4 		$3.91M Sell
65,975
-2,064
-3% -$119K 2.71% 4
2019
Q3 		$3.77M Sell
68,039
-1,142
-2% -$61.7K 3.11% 3
2019
Q2 		$3.64M Sell
69,181
-1,088
-2% -$56.1K 3.19% 2
2019
Q1 		$3.39M Buy
+70,269
New +$3.52M 2.98% 3

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

Keudell/Morrison Wealth Management's USB Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its US Bancorp (USB) stake by 0.79% in Q2 2026, selling an estimated $22.9K and leaving 51,526 shares worth $3.11M. The position accounts for 0.59% of the portfolio, ranked #36.

Keudell/Morrison Wealth Management first reported a position in USB in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.01M in Q3 2021. 352 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Keudell/Morrison Wealth Management held 51,526 shares of US Bancorp worth $3.11M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 409 US Bancorp shares in Q2 2026, an estimated $22.9K.
  • US Bancorp made up 0.59% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Keudell/Morrison Wealth Management first reported a position in US Bancorp in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's US Bancorp position peaked at $5.01M in Q3 2021.
  • 352 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.