Obermeyer Wealth Partners’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 | $8.23M | Buy |
136,184
+18,422
| +16% | +$1.03M | 0.34% | 39 |
|
|
2026
Q1 | $6.12M | Sell |
117,762
-574
| -0.5% | -$31.5K | 0.28% | 43 |
|
|
2025
Q4 | $6.31M | Buy |
118,336
+574
| +0.5% | +$28.2K | 0.29% | 48 |
|
|
2025
Q3 | $5.69M | Sell |
117,762
-3,388
| -3% | -$160K | 0.27% | 49 |
|
|
2025
Q2 | $5.48M | Buy |
+121,150
| New | +$5.09M | 0.27% | 48 |
|
|
2025
Q1 | – | Sell |
-13,027
| Closed | -$623K | – | 279 |
|
|
2024
Q4 | $623K | Buy |
13,027
+8,480
| +186% | +$417K | 0.03% | 128 |
|
|
2024
Q3 | $208K | Buy |
+4,547
| New | +$199K | 0.01% | 247 |
|
|
2024
Q2 | – | Sell |
-4,700
| Closed | -$210K | – | 263 |
|
|
2024
Q1 | $210K | Sell |
4,700
-451
| -9% | -$19K | 0.01% | 240 |
|
|
2023
Q4 | $223K | Sell |
5,151
-2,038
| -28% | -$74.5K | 0.02% | 200 |
|
|
2023
Q3 | $238K | Buy |
+7,189
| New | +$262K | 0.02% | 185 |
|
|
2023
Q1 | – | Sell |
-5,444
| Closed | -$237K | – | 237 |
|
|
2022
Q4 | $237K | Buy |
5,444
+328
| +6% | +$14K | 0.02% | 192 |
|
|
2022
Q3 | $206K | Sell |
5,116
-254
| -5% | -$11.8K | 0.02% | 195 |
|
|
2022
Q2 | $247K | Buy |
5,370
+103
| +2% | +$5.14K | 0.02% | 170 |
|
|
2022
Q1 | $280K | Buy |
5,267
+322
| +7% | +$18.5K | 0.02% | 180 |
|
|
2021
Q4 | $278K | Buy |
4,945
+898
| +22% | +$53.1K | 0.01% | 184 |
|
|
2021
Q3 | $241K | Hold |
4,047
| – | – | 0.01% | 187 |
|
|
2021
Q2 | $231K | Hold |
4,047
| – | – | 0.01% | 191 |
|
|
2021
Q1 | $224K | Buy |
+4,047
| New | +$202K | 0.01% | 185 |
|
|
2018
Q1 | – | Sell |
-4,182
| Closed | -$224K | – | 123 |
|
|
2017
Q4 | $224K | Hold |
4,182
| – | – | 0.02% | 112 |
|
|
2017
Q3 | $224K | Sell |
4,182
-1,512
| -27% | -$79.1K | 0.02% | 110 |
|
|
2017
Q2 | $296K | Sell |
5,694
-13,944
| -71% | -$718K | 0.03% | 98 |
|
|
2017
Q1 | $1.01M | Hold |
19,638
| – | – | 0.09% | 58 |
|
|
2016
Q4 | $1.01M | Hold |
19,638
| – | – | 0.1% | 56 |
|
|
2016
Q3 | $842K | Hold |
19,638
| – | – | 0.08% | 58 |
|
|
2016
Q2 | $792K | Hold |
19,638
| – | – | 0.08% | 58 |
|
|
2016
Q1 | $797K | Hold |
19,638
| – | – | 0.07% | 56 |
|
|
2015
Q4 | $838K | Hold |
19,638
| – | – | 0.08% | 54 |
|
|
2015
Q3 | $805K | Hold |
19,638
| – | – | 0.08% | 53 |
|
|
2015
Q2 | $852K | Buy |
19,638
+1
| +0% | +$44 | 0.07% | 62 |
|
|
2015
Q1 | $858K | Buy |
19,637
+150
| +0.8% | +$6.57K | 0.07% | 73 |
|
|
2014
Q4 | $876K | Buy |
+19,487
| New | +$839K | 0.08% | 76 |
|
Other funds holding USB
MB
Obermeyer Wealth Partners's USB Position: Q2 2026 in Review
Obermeyer Wealth Partners increased its US Bancorp (USB) stake by 16% in Q2 2026, buying an estimated $1.03M and bringing the position to 136,184 shares worth $8.23M. The position accounts for 0.34% of the portfolio, ranked #39.
Obermeyer Wealth Partners first reported a position in USB in Q4 2014 and has held it in 31 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Obermeyer Wealth Partners held 136,184 shares of US Bancorp worth $8.23M as of Q2 2026.
- Obermeyer Wealth Partners bought 18,422 US Bancorp shares in Q2 2026, an estimated $1.03M.
- US Bancorp made up 0.34% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #39 holding.
- Obermeyer Wealth Partners first reported a position in US Bancorp in Q4 2014 and has held it in 31 quarters since.
- 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.