Resonant Capital Advisors
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Resonant Capital Advisors’s US Bancorp USB Stock Holding History

Resonant Capital 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
Q3 		$2.55M Buy
43,759
+573
+1% +$35.8K 0.12% 113
2026
Q2 		$2.63M Sell
43,186
-119
-0.3% -$6.67K 0.13% 113
2026
Q1 		$2.27M Sell
43,305
-23,609
-35% -$1.3M 0.12% 116
2025
Q4 		$3.61M Buy
66,914
+83
+0.1% +$4.08K 0.2% 80
2025
Q3 		$3.26M Buy
66,831
+12,265
+22% +$580K 0.19% 88
2025
Q2 		$2.5M Buy
54,566
+1,682
+3% +$70.7K 0.16% 102
2025
Q1 		$2.26M Sell
52,884
-773
-1% -$35.7K 0.16% 99
2024
Q4 		$2.59M Sell
53,657
-9,831
-15% -$484K 0.19% 95
2024
Q3 		$2.94M Sell
63,488
-4,922
-7% -$216K 0.22% 87
2024
Q2 		$2.75M Buy
68,410
+86
+0.1% +$3.51K 0.22% 82
2024
Q1 		$3.09M Buy
68,324
+452
+0.7% +$19.1K 0.26% 83
2023
Q4 		$2.97M Buy
67,872
+56,444
+494% +$2.06M 0.29% 74
2023
Q3 		$383K Buy
11,428
+289
+3% +$10.5K 0.04% 188
2023
Q2 		$373K Buy
11,139
+438
+4% +$14.2K 0.04% 184
2023
Q1 		$391K Sell
10,701
-457
-4% -$20.4K 0.04% 178
2022
Q4 		$492K Sell
11,158
-409
-4% -$17.5K 0.06% 169
2022
Q3 		$472K Sell
11,567
-532
-4% -$24.6K 0.07% 152
2022
Q2 		$562K Buy
12,099
+69
+0.6% +$3.44K 0.09% 142
2022
Q1 		$642K Buy
12,030
+600
+5% +$34.5K 0.1% 124
2021
Q4 		$647K Buy
11,430
+43
+0.4% +$2.54K 0.1% 119
2021
Q3 		$682K Buy
11,387
+106
+0.9% +$6.04K 0.12% 102
2021
Q2 		$647K Sell
11,281
-2,808
-20% -$165K 0.13% 95
2021
Q1 		$785K Sell
14,089
-675
-5% -$33.7K 0.16% 91
2020
Q4 		$694K Sell
14,764
-250
-2% -$10.6K 0.16% 92
2020
Q3 		$545K Sell
15,014
-5,319
-26% -$195K 0.16% 91
2020
Q2 		$749K Sell
20,333
-1,550
-7% -$55.2K 0.22% 88
2020
Q1 		$754K Sell
21,883
-126
-0.6% -$6.07K 0.27% 100
2019
Q4 		$1.3M Buy
+22,009
New +$1.27M 0.41% 77

Other funds holding USB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Resonant Capital Advisors's USB Position: Q3 2026 in Review

Resonant Capital Advisors increased its US Bancorp (USB) stake by 1.3% in Q3 2026, buying an estimated $35.8K and bringing the position to 43,759 shares worth $2.55M. The position accounts for 0.12% of the portfolio, ranked #113.

Resonant Capital Advisors first reported a position in USB in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.61M in Q4 2025. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Resonant Capital Advisors held 43,759 shares of US Bancorp worth $2.55M as of Q3 2026.
  • Resonant Capital Advisors bought 573 US Bancorp shares in Q3 2026, an estimated $35.8K.
  • US Bancorp made up 0.12% of Resonant Capital Advisors's portfolio in Q3 2026, its #113 holding.
  • Resonant Capital Advisors first reported a position in US Bancorp in Q4 2019 and has held it in 28 quarters since.
  • Resonant Capital Advisors's US Bancorp position peaked at $3.61M in Q4 2025.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Resonant Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.