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Mowery & Schoenfeld Wealth Management’s US Bancorp USB Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$19.3K Hold
320
– – 0.03% 195
2026
Q1 		$16.7K Hold
320
– – 0.03% 185
2025
Q4 		$17.1K Hold
320
– – 0.02% 199
2025
Q3 		$15.5K Hold
320
– – 0.03% 187
2025
Q2 		$14.5K Hold
320
– – 0.02% 191
2025
Q1 		$13.5K Sell
320
-42
-12% -$1.94K 0.03% 238
2024
Q4 		$17.3K Buy
+362
New +$17.8K 0.03% 181

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's USB Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 320 shares worth $19.3K. The position accounts for 0.03% of the portfolio, ranked #195.

Mowery & Schoenfeld Wealth Management first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 1,375 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 320 shares of US Bancorp worth $19.3K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.03% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 1,375 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.