OW
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Olistico Wealth's USB Position: Q2 2026 in Review

Olistico Wealth held its US Bancorp (USB) position steady in Q2 2026 at 1,000 shares worth $60.4K. The position accounts for 0.03% of the portfolio, ranked #152.

Olistico Wealth first reported a position in USB in Q2 2024 and has held it in 8 quarters since. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Olistico Wealth held 1,000 shares of US Bancorp worth $60.4K as of Q2 2026.
  • Olistico Wealth left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #152 holding.
  • Olistico Wealth first reported a position in US Bancorp in Q2 2024 and has held it in 8 quarters since.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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