Richardson Financial Services’s US Bancorp USB Stock Holding History

Richardson Financial Services’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	$291K	Sell	4,826 -100	-2%	-$5.6K	0.17%	125
2026 Q1	$256K	Buy	4,926 +15	+0.3%	+$824	0.16%	131
2025 Q4	$247K	Buy	4,911 +134	+3%	+$6.59K	0.08%	139
2025 Q3	$231K	Sell	4,777 -114	-2%	-$5.39K	0.14%	134
2025 Q2	$227K	Sell	4,891 -70	-1%	-$2.94K	0.15%	141
2025 Q1	$209K	Sell	4,961 -30	-0.6%	-$1.38K	0.16%	136
2024 Q4	$241K	Sell	4,991 -780	-14%	-$38.4K	0.17%	124
2024 Q3	$231K	Buy	5,771 +300	+5%	+$13.2K	0.15%	132
2024 Q2	$217K	Sell	5,471 -479	-8%	-$19.5K	0.16%	130
2024 Q1	$266K	Buy	5,950 +485	+9%	+$20.5K	0.19%	118
2023 Q4	$237K	Buy	+5,465	New	+$200K	0.21%	113

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Richardson Financial Services's USB Position: Q2 2026 in Review

Richardson Financial Services reduced its US Bancorp (USB) stake by 2% in Q2 2026, selling an estimated $5.6K and leaving 4,826 shares worth $291K. The position accounts for 0.17% of the portfolio, ranked #125.

Richardson Financial Services first reported a position in USB in Q4 2023 and has held it in 11 quarters since. 1,586 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Richardson Financial Services held 4,826 shares of US Bancorp worth $291K as of Q2 2026.
Richardson Financial Services sold 100 US Bancorp shares in Q2 2026, an estimated $5.6K.
US Bancorp made up 0.17% of Richardson Financial Services's portfolio in Q2 2026, its #125 holding.
Richardson Financial Services first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
1,586 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.