MPPW
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Mitchell & Pahl Private Wealth’s US Bancorp USB Stock Holding History

Mitchell & Pahl Private Wealth’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 		$3.18M Buy
52,593
+1,371
+3% +$76.8K 1.17% 27
2026
Q1 		$2.66M Buy
51,222
+1,511
+3% +$83K 1.08% 34
2025
Q4 		$2.65M Buy
49,711
+487
+1% +$24K 1.1% 29
2025
Q3 		$2.38M Sell
49,224
-47
-0.1% -$2.22K 1% 39
2025
Q2 		$2.23M Buy
49,271
+2,024
+4% +$85.1K 0.98% 37
2025
Q1 		$1.99M Buy
47,247
+1,617
+4% +$74.6K 0.93% 41
2024
Q4 		$2.18M Buy
45,630
+1,673
+4% +$82.3K 1.02% 36
2024
Q3 		$2.01M Buy
43,957
+1,507
+4% +$66.1K 0.94% 38
2024
Q2 		$1.69M Sell
42,450
-145
-0.3% -$5.91K 0.89% 44
2024
Q1 		$1.9M Buy
42,595
+2,437
+6% +$103K 1% 34
2023
Q4 		$1.74M Sell
40,158
-1,139
-3% -$41.6K 0.99% 35
2023
Q3 		$1.37M Buy
41,297
+3,628
+10% +$132K 0.81% 42
2023
Q2 		$1.24M Buy
37,669
+4,517
+14% +$146K 0.75% 45
2023
Q1 		$1.2M Buy
33,152
+2,428
+8% +$108K 0.75% 45
2022
Q4 		$1.34M Buy
30,724
+1,033
+3% +$44.2K 0.88% 40
2022
Q3 		$1.2M Buy
29,691
+1,747
+6% +$80.8K 0.88% 35
2022
Q2 		$1.29M Buy
27,944
+2,097
+8% +$105K 0.89% 34
2022
Q1 		$1.37M Buy
25,847
+499
+2% +$28.7K 0.87% 34
2021
Q4 		$1.42M Buy
25,348
+1,993
+9% +$118K 0.91% 32
2021
Q3 		$1.39M Buy
23,355
+435
+2% +$24.8K 1% 29
2021
Q2 		$1.31M Buy
22,920
+1,712
+8% +$100K 0.93% 33
2021
Q1 		$1.17M Buy
21,208
+2,031
+11% +$101K 0.91% 36
2020
Q4 		$893K Buy
+19,177
New +$812K 0.75% 46

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
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

Mitchell & Pahl Private Wealth's USB Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its US Bancorp (USB) stake by 2.7% in Q2 2026, buying an estimated $76.8K and bringing the position to 52,593 shares worth $3.18M. The position accounts for 1.17% of the portfolio, ranked #27.

Mitchell & Pahl Private Wealth first reported a position in USB in Q4 2020 and has held it in 23 quarters since. 397 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 52,593 shares of US Bancorp worth $3.18M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 1,371 US Bancorp shares in Q2 2026, an estimated $76.8K.
  • US Bancorp made up 1.17% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Mitchell & Pahl Private Wealth first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • 397 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.