NWMG
USB icon

National Wealth Management Group’s US Bancorp USB Stock Holding History

National Wealth Management 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
Q2 		– Sell
-8,516
Closed -$443K – 242
2026
Q1 		$443K Sell
8,516
-6,089
-42% -$335K 0.16% 128
2025
Q4 		$779K Buy
+14,605
New +$718K 0.27% 86

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

National Wealth Management Group's USB Position: Q2 2026 in Review

National Wealth Management Group sold out of US Bancorp (USB) in Q2 2026, closing a stake of 8,516 shares — an estimated $443K sold.

National Wealth Management Group first reported a position in USB in Q4 2025 and held it in 2 quarters. The position peaked at $779K in Q4 2025. 569 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • National Wealth Management Group reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • National Wealth Management Group sold 8,516 US Bancorp shares in Q2 2026, an estimated $443K.
  • National Wealth Management Group first reported a position in US Bancorp in Q4 2025 and held it in 2 quarters.
  • National Wealth Management Group's US Bancorp position peaked at $779K in Q4 2025.
  • 569 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.