Optivise Advisory Services
USB icon

Optivise Advisory Services’s US Bancorp USB Stock Holding History

Optivise Advisory Services’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 		$303K Buy
5,245
+404
+8% +$25.2K 0.15% 155
2026
Q2 		$292K Buy
4,841
+703
+17% +$39.4K 0.15% 162
2026
Q1 		$215K Sell
4,138
-808
-16% -$44.4K 0.13% 174
2025
Q4 		$264K Buy
+4,946
New +$243K 0.15% 150

Other funds holding USB

MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Optivise Advisory Services's USB Position: Q3 2026 in Review

Optivise Advisory Services increased its US Bancorp (USB) stake by 8.3% in Q3 2026, buying an estimated $25.2K and bringing the position to 5,245 shares worth $303K. The position accounts for 0.15% of the portfolio, ranked #155.

Optivise Advisory Services first reported a position in USB in Q4 2025 and has held it in 4 quarters since. 1,289 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Optivise Advisory Services held 5,245 shares of US Bancorp worth $303K as of Q3 2026.
  • Optivise Advisory Services bought 404 US Bancorp shares in Q3 2026, an estimated $25.2K.
  • US Bancorp made up 0.15% of Optivise Advisory Services's portfolio in Q3 2026, its #155 holding.
  • Optivise Advisory Services first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 1,289 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.