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KMG Fiduciary Partners’s US Bancorp USB Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-75,098
Closed -$3.91M – 264
2026
Q1 		$3.91M Buy
75,098
+24
+0% +$1.32K 0.29% 92
2025
Q4 		$4.01M Buy
75,074
+1,759
+2% +$86.5K 0.28% 84
2025
Q3 		$3.54M Buy
73,315
+2,207
+3% +$104K 0.24% 101
2025
Q2 		$3.22M Buy
71,108
+3,485
+5% +$147K 0.24% 100
2025
Q1 		$2.86M Buy
67,623
+3,829
+6% +$177K 0.24% 98
2024
Q4 		$3.05M Buy
63,794
+4,406
+7% +$217K 0.25% 95
2024
Q3 		$2.72M Buy
59,388
+2,329
+4% +$102K 0.23% 98
2024
Q2 		$2.27M Buy
57,059
+2,190
+4% +$89.3K 0.22% 93
2024
Q1 		$2.45M Buy
54,869
+819
+2% +$34.6K 0.25% 89
2023
Q4 		$2.34M Buy
54,050
+5,659
+12% +$207K 0.27% 92
2023
Q3 		$1.6M Buy
48,391
+3,249
+7% +$118K 0.21% 112
2023
Q2 		$1.49M Sell
45,142
-797
-2% -$25.8K 0.19% 119
2023
Q1 		$1.66M Buy
45,939
+15,725
+52% +$700K 0.24% 107
2022
Q4 		$1.32M Buy
30,214
+25,117
+493% +$1.07M 0.22% 109
2022
Q3 		$206K Sell
5,097
-92
-2% -$4.26K 0.04% 187
2022
Q2 		$239K Hold
5,189
– – 0.04% 185
2022
Q1 		$276K Hold
5,189
– – 0.04% 182
2021
Q4 		$291K Hold
5,189
– – 0.05% 174
2021
Q3 		$308K Hold
5,189
– – 0.05% 165
2021
Q2 		$296K Hold
5,189
– – 0.05% 166
2021
Q1 		$287K Buy
5,189
+6
+0.1% +$300 0.06% 148
2020
Q4 		$240K Buy
+5,183
New +$219K 0.05% 152
2020
Q1 		– Sell
-4,806
Closed -$285K – 151
2019
Q4 		$285K Sell
4,806
-470
-9% -$27.2K 0.09% 109
2019
Q3 		$292K Hold
5,276
– – 0.1% 96
2019
Q2 		$276K Hold
5,276
– – 0.1% 94
2019
Q1 		$254K Hold
5,276
– – 0.1% 99
2018
Q4 		$241K Buy
+5,276
New +$272K 0.11% 87

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

KMG Fiduciary Partners's USB Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of US Bancorp (USB) in Q2 2026, closing a stake of 75,098 shares — an estimated $3.91M sold.

KMG Fiduciary Partners first reported a position in USB in Q4 2018 and held it in 27 quarters. The position peaked at $4.01M in Q4 2025. 318 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 75,098 US Bancorp shares in Q2 2026, an estimated $3.91M.
  • KMG Fiduciary Partners first reported a position in US Bancorp in Q4 2018 and held it in 27 quarters.
  • KMG Fiduciary Partners's US Bancorp position peaked at $4.01M in Q4 2025.
  • 318 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.