Olistico Wealth’s US Bancorp USB Stock Holding History

Olistico Wealth’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	$57.8K	Hold	1,000	–	–	0.02%	157
2026 Q2	$60.4K	Hold	1,000	–	–	0.03%	152
2026 Q1	$52K	Hold	1,000	–	–	0.03%	160
2025 Q4	$53.4K	Buy	+1,000	New	+$49.2K	0.03%	156
2025 Q3	–	Sell	-1,043	Closed	-$47.2K	–	320
2025 Q2	$47.2K	Buy	1,043 +43	+4%	+$1.81K	0.03%	171
2025 Q1	$42.2K	Hold	1,000	–	–	0.03%	169
2024 Q4	$47.8K	Hold	1,000	–	–	0.03%	161
2024 Q3	$45.7K	Sell	1,000 -135	-12%	-$5.92K	0.03%	166
2024 Q2	$45.1K	Buy	+1,135	New	+$46.3K	0.03%	169

Other funds holding USB

KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

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

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

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Olistico Wealth's USB Position: Q3 2026 in Review

Olistico Wealth held its US Bancorp (USB) position steady in Q3 2026 at 1,000 shares worth $57.8K. The position accounts for 0.02% of the portfolio, ranked #157.

Olistico Wealth first reported a position in USB in Q2 2024 and has held it in 9 quarters since. The position peaked at $60.4K in Q2 2026. 579 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Olistico Wealth held 1,000 shares of US Bancorp worth $57.8K as of Q3 2026.
Olistico Wealth left its US Bancorp share count unchanged in Q3 2026.
US Bancorp made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #157 holding.
Olistico Wealth first reported a position in US Bancorp in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's US Bancorp position peaked at $60.4K in Q2 2026.
579 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.