Nautilus Advisors’s US Bancorp USB Stock Holding History

Nautilus 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 Q3	–	Sell	-3,430	Closed	-$214K	–	185
2026 Q2	$214K	Buy	+3,430	New	+$192K	0.13%	174
2026 Q1	–	Sell	-4,455	Closed	-$238K	–	177
2025 Q4	$238K	Sell	4,455 -300	-6%	-$14.8K	0.16%	153
2025 Q3	$230K	Sell	4,755 -50	-1%	-$2.37K	0.15%	156
2025 Q2	$217K	Hold	4,805	–	–	0.16%	156
2025 Q1	$203K	Hold	4,805	–	–	0.17%	152
2024 Q4	$230K	Buy	+4,805	New	+$236K	0.18%	139

Other funds holding USB

CIM

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

DLA

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

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Nautilus Advisors's USB Position: Q3 2026 in Review

Nautilus Advisors sold out of US Bancorp (USB) in Q3 2026, closing a stake of 3,430 shares — an estimated $214K sold.

Nautilus Advisors first reported a position in USB in Q4 2024 and held it in 6 quarters. The position peaked at $238K in Q4 2025. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Nautilus Advisors reported no remaining US Bancorp position as of Q3 2026 after selling out during the quarter.
Nautilus Advisors sold 3,430 US Bancorp shares in Q3 2026, an estimated $214K.
Nautilus Advisors first reported a position in US Bancorp in Q4 2024 and held it in 6 quarters.
Nautilus Advisors's US Bancorp position peaked at $238K in Q4 2025.
106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.