Premier Path Wealth Partners’s US Bancorp USB Stock Holding History

Premier Path Wealth Partners’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	$2.48M	Sell	42,894 -3,938	-8%	-$246K	0.29%	81
2026 Q2	$2.83M	Sell	46,832 -419	-0.9%	-$23.5K	0.33%	77
2026 Q1	$2.46M	Buy	47,251 +2,918	+7%	+$160K	0.32%	70
2025 Q4	$2.37M	Buy	44,333 +1,779	+4%	+$87.5K	0.31%	76
2025 Q3	$2.06M	Buy	42,554 +474	+1%	+$22.4K	0.26%	82
2025 Q2	$1.9M	Buy	42,080 +1,452	+4%	+$61.1K	0.27%	88
2025 Q1	$1.72M	Sell	40,628 -652	-2%	-$30.1K	0.27%	88
2024 Q4	$1.97M	Sell	41,280 -822	-2%	-$40.4K	0.3%	77
2024 Q3	$1.93M	Buy	42,102 +2,276	+6%	+$100K	0.3%	83
2024 Q2	$1.58M	Buy	39,826 +1,712	+4%	+$69.8K	0.27%	91
2024 Q1	$1.7M	Buy	38,114 +26,754	+236%	+$1.13M	0.32%	81
2023 Q4	$481K	Buy	+11,360	New	+$415K	0.11%	197

Other funds holding USB

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Premier Path Wealth Partners's USB Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its US Bancorp (USB) stake by 8.4% in Q3 2026, selling an estimated $246K and leaving 42,894 shares worth $2.48M. The position accounts for 0.29% of the portfolio, ranked #81.

Premier Path Wealth Partners first reported a position in USB in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.83M in Q2 2026. 334 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Premier Path Wealth Partners held 42,894 shares of US Bancorp worth $2.48M as of Q3 2026.
Premier Path Wealth Partners sold 3,938 US Bancorp shares in Q3 2026, an estimated $246K.
US Bancorp made up 0.29% of Premier Path Wealth Partners's portfolio in Q3 2026, its #81 holding.
Premier Path Wealth Partners first reported a position in US Bancorp in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's US Bancorp position peaked at $2.83M in Q2 2026.
334 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.