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McBroom & Associates’s US Bancorp USB Stock Holding History

McBroom & Associates’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 		– Sell
-3,555
Closed -$215K – 38
2026
Q2 		$215K Buy
+3,555
New +$199K 0.11% 37

Other funds holding USB

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

McBroom & Associates's USB Position: Q3 2026 in Review

McBroom & Associates sold out of US Bancorp (USB) in Q3 2026, closing a stake of 3,555 shares — an estimated $215K sold.

McBroom & Associates first reported a position in USB in Q2 2026 and held it in 1 quarter. The position peaked at $215K in Q2 2026. 902 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • McBroom & Associates reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
  • McBroom & Associates sold 3,555 US Bancorp shares in Q3 2026, an estimated $215K.
  • McBroom & Associates first reported a position in US Bancorp in Q2 2026 and held it in 1 quarter.
  • McBroom & Associates's US Bancorp position peaked at $215K in Q2 2026.
  • 902 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.