Koss-Olinger Consulting’s US Bancorp USB Stock Holding History

Koss-Olinger Consulting’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	$214K	Sell	3,546 -1,590	-31%	-$89.1K	0.02%	157
2026 Q1	$267K	Sell	5,136 -31	-0.6%	-$1.7K	0.02%	225
2025 Q4	$276K	Hold	5,167	–	–	0.02%	233
2025 Q3	$234K	Hold	5,167	–	–	0.02%	286
2025 Q2	$234K	Sell	5,167 -819	-14%	-$34.4K	0.02%	290
2025 Q1	$253K	Sell	5,986 -37,676	-86%	-$1.74M	0.02%	271
2024 Q4	$2.09M	Sell	43,662 -11,624	-21%	-$572K	0.18%	65
2024 Q3	$2.53M	Sell	55,286 -3,860	-7%	-$169K	0.22%	58
2024 Q2	$2.35M	Buy	+59,146	New	+$2.41M	0.22%	57
2024 Q1	–	Sell	-42,593	Closed	-$1.84M	–	296
2023 Q4	$1.84M	Buy	42,593 +29,206	+218%	+$1.07M	0.18%	59
2023 Q3	$443K	Buy	+13,387	New	+$488K	0.07%	138

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Koss-Olinger Consulting's USB Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its US Bancorp (USB) stake by 31% in Q2 2026, selling an estimated $89.1K and leaving 3,546 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #157.

Koss-Olinger Consulting first reported a position in USB in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.53M in Q3 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Koss-Olinger Consulting held 3,546 shares of US Bancorp worth $214K as of Q2 2026.
Koss-Olinger Consulting sold 1,590 US Bancorp shares in Q2 2026, an estimated $89.1K.
US Bancorp made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #157 holding.
Koss-Olinger Consulting first reported a position in US Bancorp in Q3 2023 and has held it in 11 quarters since.
Koss-Olinger Consulting's US Bancorp position peaked at $2.53M in Q3 2024.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.