N.E.W. Advisory Services’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$93.5K Buy
1,548
+59
+4% +$3.31K 0.01% 300
2026
Q1
$77.4K Sell
1,489
-94
-6% -$5.17K 0.01% 314
2025
Q4
$84.5K Buy
1,583
+94
+6% +$4.62K 0.01% 302
2025
Q3
$72K Hold
1,489
0.01% 280
2025
Q2
$67.4K Sell
1,489
-3,405
-70% -$143K 0.01% 278
2025
Q1
$207K Buy
+4,894
New +$226K 0.02% 198

Other funds holding USB

N.E.W. Advisory Services's USB Position: Q2 2026 in Review

N.E.W. Advisory Services increased its US Bancorp (USB) stake by 4% in Q2 2026, buying an estimated $3.31K and bringing the position to 1,548 shares worth $93.5K. The position accounts for 0.01% of the portfolio, ranked #300.

N.E.W. Advisory Services first reported a position in USB in Q1 2025 and has held it in 6 quarters since. The position peaked at $207K in Q1 2025. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • N.E.W. Advisory Services held 1,548 shares of US Bancorp worth $93.5K as of Q2 2026.
  • N.E.W. Advisory Services bought 59 US Bancorp shares in Q2 2026, an estimated $3.31K.
  • US Bancorp made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #300 holding.
  • N.E.W. Advisory Services first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's US Bancorp position peaked at $207K in Q1 2025.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.