Pine Valley Investments’s US Bancorp USB Stock Holding History

Pine Valley Investments’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	$354K	Buy	5,861 +301	+5%	+$16.9K	0.01%	462
2026 Q1	$289K	Hold	5,560	–	–	0.01%	468
2025 Q4	$297K	Sell	5,560 -369	-6%	-$18.1K	0.01%	445
2025 Q3	$287K	Buy	5,929 +790	+15%	+$37.4K	0.01%	446
2025 Q2	$233K	Buy	5,139 +140	+3%	+$5.89K	0.01%	483
2025 Q1	$211K	Hold	4,999	–	–	0.01%	488
2024 Q4	$239K	Hold	4,999	–	–	0.01%	459
2024 Q3	$229K	Buy	+4,999	New	+$219K	0.01%	458
2024 Q2	–	Sell	-5,299	Closed	-$237K	–	521
2024 Q1	$237K	Buy	+5,299	New	+$224K	0.02%	439

Other funds holding USB

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

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

Pine Valley Investments's USB Position: Q2 2026 in Review

Pine Valley Investments increased its US Bancorp (USB) stake by 5.4% in Q2 2026, buying an estimated $16.9K and bringing the position to 5,861 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #462.

Pine Valley Investments first reported a position in USB in Q1 2024 and has held it in 9 quarters since. 1,110 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Pine Valley Investments held 5,861 shares of US Bancorp worth $354K as of Q2 2026.
Pine Valley Investments bought 301 US Bancorp shares in Q2 2026, an estimated $16.9K.
US Bancorp made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #462 holding.
Pine Valley Investments first reported a position in US Bancorp in Q1 2024 and has held it in 9 quarters since.
1,110 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.