OAS
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
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

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Optivise Advisory Services's USB Position: Q2 2026 in Review

Optivise Advisory Services increased its US Bancorp (USB) stake by 17% in Q2 2026, buying an estimated $39.4K and bringing the position to 4,841 shares worth $292K. The position accounts for 0.15% of the portfolio, ranked #162.

Optivise Advisory Services first reported a position in USB in Q4 2025 and has held it in 3 quarters since. 679 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Optivise Advisory Services held 4,841 shares of US Bancorp worth $292K as of Q2 2026.
  • Optivise Advisory Services bought 703 US Bancorp shares in Q2 2026, an estimated $39.4K.
  • US Bancorp made up 0.15% of Optivise Advisory Services's portfolio in Q2 2026, its #162 holding.
  • Optivise Advisory Services first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 679 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.