Nadler Financial Group’s US Bancorp USB Stock Holding History

Nadler Financial Group’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	$250K	Buy	4,334 +230	+6%	+$14.4K	0.02%	126
2026 Q2	$248K	Buy	+4,104	New	+$230K	0.02%	126
2022 Q1	–	Sell	-3,794	Closed	-$213K	–	139
2021 Q4	$213K	Hold	3,794	–	–	0.03%	124
2021 Q3	$226K	Hold	3,794	–	–	0.04%	113
2021 Q2	$216K	Hold	3,794	–	–	0.04%	124
2021 Q1	$210K	Buy	+3,794	New	+$189K	0.04%	121
2020 Q1	–	Sell	-3,794	Closed	-$225K	–	105
2019 Q4	$225K	Hold	3,794	–	–	0.06%	89
2019 Q3	$210K	Buy	+3,794	New	+$205K	0.06%	80
2018 Q4	–	Sell	-3,794	Closed	-$200K	–	88
2018 Q3	$200K	Sell	3,794 -250	-6%	-$13.2K	0.05%	85
2018 Q2	$202K	Buy	+4,044	New	+$205K	0.06%	81
2018 Q1	–	Sell	-4,044	Closed	-$217K	–	88
2017 Q4	$217K	Hold	4,044	–	–	0.07%	81
2017 Q3	$217K	Buy	+4,044	New	+$212K	0.07%	72
2013 Q3	–	Sell	-7,850	Closed	-$284K	–	87
2013 Q2	$284K	Buy	+7,850	New	+$269K	0.2%	63

Other funds holding USB

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nadler Financial Group's USB Position: Q3 2026 in Review

Nadler Financial Group increased its US Bancorp (USB) stake by 5.6% in Q3 2026, buying an estimated $14.4K and bringing the position to 4,334 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #126.

Nadler Financial Group first reported a position in USB in Q2 2013 and has held it in 13 quarters since. The position peaked at $284K in Q2 2013. 833 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Nadler Financial Group held 4,334 shares of US Bancorp worth $250K as of Q3 2026.
Nadler Financial Group bought 230 US Bancorp shares in Q3 2026, an estimated $14.4K.
US Bancorp made up 0.02% of Nadler Financial Group's portfolio in Q3 2026, its #126 holding.
Nadler Financial Group first reported a position in US Bancorp in Q2 2013 and has held it in 13 quarters since.
Nadler Financial Group's US Bancorp position peaked at $284K in Q2 2013.
833 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Nadler Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.