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Rise Advisors’s US Bancorp USB Stock Holding History

Rise 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 		$240K Buy
4,152
+367
+10% +$22.9K 0.07% 87
2026
Q2 		$229K Sell
3,785
-641
-14% -$35.9K 0.06% 94
2026
Q1 		$233K Sell
4,426
-1,094
-20% -$60.1K 0.08% 87
2025
Q4 		$295K Sell
5,520
-775
-12% -$38.1K 0.11% 76
2025
Q3 		$304K Sell
6,295
-683
-10% -$32.3K 0.11% 72
2025
Q2 		$316K Sell
6,978
-902
-11% -$37.9K 0.13% 66
2025
Q1 		$333K Sell
7,880
-1,267
-14% -$58.5K 0.15% 64
2024
Q4 		$438K Sell
9,147
-134
-1% -$6.59K 0.21% 49
2024
Q3 		$424K Buy
9,281
+369
+4% +$16.2K 0.2% 52
2024
Q2 		$354K Buy
8,912
+275
+3% +$11.2K 0.19% 59
2024
Q1 		$386K Buy
8,637
+1,202
+16% +$50.7K 0.21% 51
2023
Q4 		$322K Buy
7,435
+810
+12% +$29.6K 0.23% 42
2023
Q3 		$219K Buy
6,625
+1,661
+33% +$60.5K 0.17% 54
2023
Q2 		$164K Buy
4,964
+362
+8% +$11.7K 0.13% 74
2023
Q1 		$166K Buy
+4,602
New +$205K 0.13% 75

Other funds holding USB

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rise Advisors's USB Position: Q3 2026 in Review

Rise Advisors increased its US Bancorp (USB) stake by 9.7% in Q3 2026, buying an estimated $22.9K and bringing the position to 4,152 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #87.

Rise Advisors first reported a position in USB in Q1 2023 and has held it in 15 quarters since. The position peaked at $438K in Q4 2024. 376 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Rise Advisors held 4,152 shares of US Bancorp worth $240K as of Q3 2026.
  • Rise Advisors bought 367 US Bancorp shares in Q3 2026, an estimated $22.9K.
  • US Bancorp made up 0.07% of Rise Advisors's portfolio in Q3 2026, its #87 holding.
  • Rise Advisors first reported a position in US Bancorp in Q1 2023 and has held it in 15 quarters since.
  • Rise Advisors's US Bancorp position peaked at $438K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.