NWM
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Nova Wealth Management’s US Bancorp USB Stock Holding History

Nova 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 		– Sell
-139
Closed -$7.21K – 611
2026
Q1 		$7.21K Sell
139
-59
-30% -$3.24K ﹤0.01% 396
2025
Q4 		$10.5K Hold
198
– – 0.01% 343
2025
Q3 		$9.55K Hold
198
– – 0.01% 352
2025
Q2 		$8.94K Buy
198
+139
+236% +$5.84K 0.01% 374
2025
Q1 		$2.49K Buy
+59
New +$2.72K ﹤0.01% 430

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nova Wealth Management's USB Position: Q2 2026 in Review

Nova Wealth Management sold out of US Bancorp (USB) in Q2 2026, closing a stake of 139 shares — an estimated $7.21K sold.

Nova Wealth Management first reported a position in USB in Q1 2025 and held it in 5 quarters. The position peaked at $10.5K in Q4 2025. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Nova Wealth Management reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 139 US Bancorp shares in Q2 2026, an estimated $7.21K.
  • Nova Wealth Management first reported a position in US Bancorp in Q1 2025 and held it in 5 quarters.
  • Nova Wealth Management's US Bancorp position peaked at $10.5K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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