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MKT Advisors’s US Bancorp USB Stock Holding History

MKT Advisors’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 		$295K Hold
4,683
– – 0.09% 123
2026
Q1 		$251K Hold
4,683
– – 0.08% 137
2025
Q4 		$260K Sell
4,683
-103
-2% -$5.07K 0.09% 136
2025
Q3 		$229K Hold
4,786
– – 0.09% 153
2025
Q2 		$223K Buy
+4,786
New +$201K 0.09% 149
2025
Q1 		– Sell
-4,962
Closed -$240K – 152
2024
Q4 		$240K Hold
4,962
– – 0.1% 129
2024
Q3 		$220K Buy
+4,962
New +$218K 0.1% 141
2024
Q2 		– Sell
-4,990
Closed -$210K – 155
2024
Q1 		$210K Sell
4,990
-103
-2% -$4.35K 0.12% 133
2023
Q4 		$223K Buy
+5,093
New +$186K 0.15% 128
2023
Q1 		– Sell
-4,942
Closed -$233K – 152
2022
Q4 		$233K Buy
+4,942
New +$212K 0.18% 114
2022
Q3 		– Sell
-4,499
Closed -$209K – 137
2022
Q2 		$209K Sell
4,499
-48
-1% -$2.4K 0.16% 122
2022
Q1 		$225K Sell
4,547
-38
-0.8% -$2.18K 0.17% 119
2021
Q4 		$264K Buy
+4,585
New +$271K 0.21% 111

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
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

MKT Advisors's USB Position: Q2 2026 in Review

MKT Advisors held its US Bancorp (USB) position steady in Q2 2026 at 4,683 shares worth $295K. The position accounts for 0.09% of the portfolio, ranked #123.

MKT Advisors first reported a position in USB in Q4 2021 and has held it in 13 quarters since. 479 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • MKT Advisors held 4,683 shares of US Bancorp worth $295K as of Q2 2026.
  • MKT Advisors left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.09% of MKT Advisors's portfolio in Q2 2026, its #123 holding.
  • MKT Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 13 quarters since.
  • 479 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.