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Physician Wealth Advisors’s US Bancorp USB Stock Holding History

Physician Wealth Advisors’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 		$34.9K Buy
578
+94
+19% +$5.27K ﹤0.01% 524
2026
Q1 		$25.2K Sell
484
-10
-2% -$549 ﹤0.01% 570
2025
Q4 		$26.4K Buy
494
+90
+22% +$4.43K ﹤0.01% 521
2025
Q3 		$19.5K Buy
404
+137
+51% +$6.48K ﹤0.01% 582
2025
Q2 		$12.1K Buy
267
+50
+23% +$2.1K ﹤0.01% 614
2025
Q1 		$9.16K Hold
217
– – ﹤0.01% 623
2024
Q4 		$10.4K Buy
+217
New +$10.7K ﹤0.01% 624

Other funds holding USB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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
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

Physician Wealth Advisors's USB Position: Q2 2026 in Review

Physician Wealth Advisors increased its US Bancorp (USB) stake by 19% in Q2 2026, buying an estimated $5.27K and bringing the position to 578 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Physician Wealth Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 983 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Physician Wealth Advisors held 578 shares of US Bancorp worth $34.9K as of Q2 2026.
  • Physician Wealth Advisors bought 94 US Bancorp shares in Q2 2026, an estimated $5.27K.
  • US Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #524 holding.
  • Physician Wealth Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 983 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.