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MJT & Associates Financial Advisory’s US Bancorp USB Stock Holding History

MJT & Associates Financial Advisory’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 		$176K Hold
2,906
– – 0.12% 46
2026
Q1 		$151K Hold
2,906
– – 0.11% 48
2025
Q4 		$155K Hold
2,906
– – 0.12% 46
2025
Q3 		$140K Sell
2,906
-250
-8% -$11.8K 0.11% 48
2025
Q2 		$143K Sell
3,156
-250
-7% -$10.5K 0.18% 56
2025
Q1 		$144K Buy
+3,406
New +$157K 0.14% 63

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MJT & Associates Financial Advisory's USB Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its US Bancorp (USB) position steady in Q2 2026 at 2,906 shares worth $176K. The position accounts for 0.12% of the portfolio, ranked #46.

MJT & Associates Financial Advisory first reported a position in USB in Q1 2025 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • MJT & Associates Financial Advisory held 2,906 shares of US Bancorp worth $176K as of Q2 2026.
  • MJT & Associates Financial Advisory left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.12% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #46 holding.
  • MJT & Associates Financial Advisory first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.