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Midwest Financial Group’s US Bancorp USB Stock Holding History

Midwest Financial Group’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 		$1.9M Sell
32,974
-160
-0.5% -$10K 0.64% 44
2026
Q2 		$2M Sell
33,134
-600
-2% -$33.6K 0.7% 36
2026
Q1 		$1.75M Sell
33,734
-220
-0.6% -$12.1K 0.75% 38
2025
Q4 		$1.81M Buy
33,954
+1,003
+3% +$49.3K 0.8% 38
2025
Q3 		$1.59M Sell
32,951
-700
-2% -$33.1K 0.76% 38
2025
Q2 		$1.52M Buy
33,651
+900
+3% +$37.8K 0.8% 36
2025
Q1 		$1.38M Buy
32,751
+897
+3% +$41.4K 0.8% 35
2024
Q4 		$1.52M Buy
31,854
+25
+0.1% +$1.23K 0.87% 32
2024
Q3 		$1.46M Sell
31,829
-300
-0.9% -$13.2K 0.86% 31
2024
Q2 		$1.28M Buy
32,129
+573
+2% +$23.4K 0.81% 33
2024
Q1 		$1.41M Buy
31,556
+606
+2% +$25.6K 0.95% 29
2023
Q4 		$1.34M Sell
30,950
-525
-2% -$19.2K 1% 26
2023
Q3 		$1.04M Buy
31,475
+2,500
+9% +$91.1K 0.88% 31
2023
Q2 		$957K Buy
28,975
+2,750
+10% +$88.9K 0.81% 31
2023
Q1 		$945K Buy
+26,225
New +$1.17M 0.87% 29

Other funds holding USB

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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Midwest Financial Group's USB Position: Q3 2026 in Review

Midwest Financial Group reduced its US Bancorp (USB) stake by 0.48% in Q3 2026, selling an estimated $10K and leaving 32,974 shares worth $1.9M. The position accounts for 0.64% of the portfolio, ranked #44.

Midwest Financial Group first reported a position in USB in Q1 2023 and has held it in 15 quarters since. The position peaked at $2M in Q2 2026. 436 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Midwest Financial Group held 32,974 shares of US Bancorp worth $1.9M as of Q3 2026.
  • Midwest Financial Group sold 160 US Bancorp shares in Q3 2026, an estimated $10K.
  • US Bancorp made up 0.64% of Midwest Financial Group's portfolio in Q3 2026, its #44 holding.
  • Midwest Financial Group first reported a position in US Bancorp in Q1 2023 and has held it in 15 quarters since.
  • Midwest Financial Group's US Bancorp position peaked at $2M in Q2 2026.
  • 436 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.