MAFA
USB icon

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
Q3 		$168K Hold
2,906
– – 0.11% 38
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MJT & Associates Financial Advisory's USB Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its US Bancorp (USB) position steady in Q3 2026 at 2,906 shares worth $168K. The position accounts for 0.11% of the portfolio, ranked #38.

MJT & Associates Financial Advisory first reported a position in USB in Q1 2025 and has held it in 7 quarters since. The position peaked at $176K in Q2 2026. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • MJT & Associates Financial Advisory held 2,906 shares of US Bancorp worth $168K as of Q3 2026.
  • MJT & Associates Financial Advisory left its US Bancorp share count unchanged in Q3 2026.
  • US Bancorp made up 0.11% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #38 holding.
  • MJT & Associates Financial Advisory first reported a position in US Bancorp in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's US Bancorp position peaked at $176K in Q2 2026.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.