Paladin Advisory Group’s US Bancorp USB Stock Holding History

Paladin Advisory Group’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	$321K	Hold	5,314	–	–	0.21%	66
2026 Q1	$276K	Hold	5,314	–	–	0.21%	66
2025 Q4	$284K	Hold	5,314	–	–	0.21%	65
2025 Q3	$257K	Sell	5,314 -1,426	-21%	-$67.4K	0.2%	61
2025 Q2	$305K	Sell	6,740 -1,000	-13%	-$42K	0.23%	69
2025 Q1	$327K	Hold	7,740	–	–	0.26%	63
2024 Q4	$370K	Hold	7,740	–	–	0.28%	61
2024 Q3	$354K	Hold	7,740	–	–	0.26%	65
2024 Q2	$304K	Hold	7,740	–	–	0.24%	69
2024 Q1	$340K	Sell	7,740 -145	-2%	-$6.12K	0.27%	60
2023 Q4	$341K	Sell	7,885 -2,237	-22%	-$81.8K	0.28%	60
2023 Q3	$335K	Buy	10,122 +23	+0.2%	+$838	0.28%	60
2023 Q2	$334K	Buy	10,099 +23	+0.2%	+$743	0.27%	63
2023 Q1	$363K	Buy	+10,076	New	+$449K	0.3%	63
2022 Q2	–	Sell	-9,865	Closed	-$493K	–	503
2022 Q1	$521K	Buy	+9,865	New	+$567K	0.42%	51

Other funds holding USB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Paladin Advisory Group's USB Position: Q2 2026 in Review

Paladin Advisory Group held its US Bancorp (USB) position steady in Q2 2026 at 5,314 shares worth $321K. The position accounts for 0.21% of the portfolio, ranked #66.

Paladin Advisory Group first reported a position in USB in Q1 2022 and has held it in 15 quarters since. The position peaked at $521K in Q1 2022. 890 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Paladin Advisory Group held 5,314 shares of US Bancorp worth $321K as of Q2 2026.
Paladin Advisory Group left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.21% of Paladin Advisory Group's portfolio in Q2 2026, its #66 holding.
Paladin Advisory Group first reported a position in US Bancorp in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's US Bancorp position peaked at $521K in Q1 2022.
890 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.