RDWM
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Red Door Wealth Management’s US Bancorp USB Stock Holding History

Red Door Wealth Management’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 		$455K Buy
7,530
+59
+0.8% +$3.31K 0.04% 197
2026
Q1 		$389K Sell
7,471
-149
-2% -$8.19K 0.04% 199
2025
Q4 		$407K Buy
7,620
+433
+6% +$21.3K 0.04% 188
2025
Q3 		$347K Buy
7,187
+315
+5% +$14.9K 0.04% 213
2025
Q2 		$311K Buy
6,872
+1,302
+23% +$54.7K 0.04% 204
2025
Q1 		$235K Buy
5,570
+209
+4% +$9.64K 0.03% 207
2024
Q4 		$256K Buy
+5,361
New +$264K 0.04% 197
2021
Q3 		– Sell
-2,497
Closed -$142K – 578
2021
Q2 		$142K Buy
+2,497
New +$146K 0.06% 174
2020
Q3 		– Sell
-1,861
Closed -$68K – 407
2020
Q2 		$68K Buy
1,861
+80
+4% +$2.85K 0.05% 164
2020
Q1 		$61K Buy
+1,781
New +$85.8K 0.06% 159

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return