Richards, Merrill & Peterson’s US Bancorp USB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.47M Sell
24,369
-802
-3% -$44.9K 0.47% 55
2026
Q1
$1.31M Sell
25,171
-751
-3% -$41.3K 0.48% 56
2025
Q4
$1.38M Sell
25,922
-1,311
-5% -$64.5K 0.53% 51
2025
Q3
$1.32M Sell
27,233
-42
-0.2% -$1.99K 0.57% 46
2025
Q2
$1.23M Buy
27,275
+661
+2% +$27.8K 0.59% 48
2025
Q1
$1.12M Buy
26,614
+49
+0.2% +$2.26K 0.58% 48
2024
Q4
$1.27M Buy
+26,565
New +$1.31M 0.66% 39

Other funds holding USB

Richards, Merrill & Peterson's USB Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its US Bancorp (USB) stake by 3.2% in Q2 2026, selling an estimated $44.9K and leaving 24,369 shares worth $1.47M. The position accounts for 0.47% of the portfolio, ranked #55.

Richards, Merrill & Peterson first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 770 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Richards, Merrill & Peterson held 24,369 shares of US Bancorp worth $1.47M as of Q2 2026.
  • Richards, Merrill & Peterson sold 802 US Bancorp shares in Q2 2026, an estimated $44.9K.
  • US Bancorp made up 0.47% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #55 holding.
  • Richards, Merrill & Peterson first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 770 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.