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MBM Wealth Consultants’s US Bancorp USB Stock Holding History

MBM Wealth Consultants’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 		$733K Buy
12,142
+617
+5% +$34.6K 0.14% 70
2026
Q1 		$599K Buy
11,525
+645
+6% +$35.4K 0.14% 69
2025
Q4 		$581K Buy
10,880
+677
+7% +$33.3K 0.14% 66
2025
Q3 		$493K Buy
10,203
+173
+2% +$8.18K 0.12% 69
2025
Q2 		$454K Buy
10,030
+849
+9% +$35.7K 0.12% 70
2025
Q1 		$392K Buy
9,181
+1,047
+13% +$48.3K 0.12% 77
2024
Q4 		$389K Buy
8,134
+407
+5% +$20K 0.12% 72
2024
Q3 		$353K Buy
7,727
+64
+0.8% +$2.81K 0.11% 74
2024
Q2 		$305K Buy
7,663
+102
+1% +$4.16K 0.1% 76
2024
Q1 		$342K Sell
7,561
-21
-0.3% -$886 0.12% 72
2023
Q4 		$326K Sell
7,582
-157
-2% -$5.74K 0.12% 70
2023
Q3 		$249K Sell
7,739
-1,498
-16% -$54.6K 0.11% 90
2023
Q2 		$324K Buy
9,237
+1,527
+20% +$49.4K 0.14% 70
2023
Q1 		$328K Hold
7,710
– – 0.13% 70
2022
Q4 		$347K Buy
7,710
+3,226
+72% +$138K 0.16% 65
2022
Q3 		$186K Hold
4,484
– – 0.09% 81
2022
Q2 		$208K Hold
4,484
– – 0.1% 83
2022
Q1 		$238K Sell
4,484
-515
-10% -$29.6K 0.1% 95
2021
Q4 		$281K Sell
4,999
-3,855
-44% -$228K 0.12% 82
2021
Q3 		$527K Hold
8,854
– – 0.24% 55
2021
Q2 		$504K Hold
8,854
– – 0.24% 52
2021
Q1 		$490K Sell
8,854
-220
-2% -$11K 0.25% 51
2020
Q4 		$423K Buy
9,074
+437
+5% +$18.5K 0.23% 52
2020
Q3 		$310K Hold
8,637
– – 0.2% 62
2020
Q2 		$318K Hold
8,637
– – 0.22% 60
2020
Q1 		$298K Sell
8,637
-691
-7% -$33.3K 0.25% 69
2019
Q4 		$553K Hold
9,328
– – 0.41% 47
2019
Q3 		$516K Sell
9,328
-690
-7% -$37.3K 0.41% 54
2019
Q2 		$525K Buy
10,018
+1,381
+16% +$71.2K 0.44% 53
2019
Q1 		$416K Hold
8,637
– – 0.36% 61
2018
Q4 		$395K Buy
+8,637
New +$445K 0.39% 62

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MBM Wealth Consultants's USB Position: Q2 2026 in Review

MBM Wealth Consultants increased its US Bancorp (USB) stake by 5.4% in Q2 2026, buying an estimated $34.6K and bringing the position to 12,142 shares worth $733K. The position accounts for 0.14% of the portfolio, ranked #70.

MBM Wealth Consultants first reported a position in USB in Q4 2018 and has held it in 31 quarters since. 895 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • MBM Wealth Consultants held 12,142 shares of US Bancorp worth $733K as of Q2 2026.
  • MBM Wealth Consultants bought 617 US Bancorp shares in Q2 2026, an estimated $34.6K.
  • US Bancorp made up 0.14% of MBM Wealth Consultants's portfolio in Q2 2026, its #70 holding.
  • MBM Wealth Consultants first reported a position in US Bancorp in Q4 2018 and has held it in 31 quarters since.
  • 895 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.