Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s US Bancorp USB Stock Holding History

Robertson Stephens 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
Q3 		$692K Buy
11,874
+248
+2% +$15.5K 0.02% 387
2026
Q2 		$708K Sell
11,626
-78
-0.7% -$4.37K 0.02% 386
2026
Q1 		$615K Sell
11,704
-18
-0.2% -$989 0.02% 389
2025
Q4 		$632K Sell
11,722
-1,525
-12% -$75K 0.02% 384
2025
Q3 		$647K Sell
13,247
-7,224
-35% -$342K 0.02% 311
2025
Q2 		$937K Sell
20,471
-13
-0.1% -$547 0.03% 278
2025
Q1 		$875K Sell
20,484
-4,035
-16% -$186K 0.03% 284
2024
Q4 		$1.18M Buy
24,519
+177
+0.7% +$8.71K 0.04% 242
2024
Q3 		$1.13M Sell
24,342
-276
-1% -$12.1K 0.04% 261
2024
Q2 		$989K Buy
24,618
+1,088
+5% +$44.4K 0.05% 229
2024
Q1 		$1.06M Sell
23,530
-15
-0.1% -$633 0.06% 224
2023
Q4 		$1.03M Sell
23,545
-1,857
-7% -$67.9K 0.06% 218
2023
Q3 		$852K Buy
25,402
+16
+0.1% +$583 0.06% 229
2023
Q2 		$851K Sell
25,386
-2,064
-8% -$66.7K 0.06% 212
2023
Q1 		$1M Buy
27,450
+1,004
+4% +$44.7K 0.08% 196
2022
Q4 		$1.17M Sell
26,446
-5,635
-18% -$241K 0.11% 162
2022
Q3 		$1.31M Sell
32,081
-2,138
-6% -$98.9K 0.14% 126
2022
Q2 		$1.59M Hold
34,219
– – 0.15% 119
2022
Q1 		$1.83M Buy
34,219
+357
+1% +$20.5K 0.15% 119
2021
Q4 		$1.92M Sell
33,862
-41
-0.1% -$2.42K 0.16% 118
2021
Q3 		$2.03M Sell
33,903
-1,798
-5% -$102K 0.23% 71
2021
Q2 		$2.05M Buy
35,701
+5,567
+18% +$327K 0.25% 69
2021
Q1 		$1.68M Buy
30,134
+230
+0.8% +$11.5K 0.27% 67
2020
Q4 		$1.4M Buy
29,904
+238
+0.8% +$10.1K 0.29% 64
2020
Q3 		$1.08M Sell
29,666
-908
-3% -$33.2K 0.26% 72
2020
Q2 		$1.14M Sell
30,574
-23,506
-43% -$838K 0.33% 63
2020
Q1 		$1.89M Buy
54,080
+13,925
+35% +$671K 0.64% 42
2019
Q4 		$2.4M Sell
40,155
-8,956
-18% -$518K 1.21% 22
2019
Q3 		$2.74M Buy
+49,111
New +$2.65M 1.39% 18

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

Robertson Stephens Wealth Management's USB Position: Q3 2026 in Review

Robertson Stephens Wealth Management increased its US Bancorp (USB) stake by 2.1% in Q3 2026, buying an estimated $15.5K and bringing the position to 11,874 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #387.

Robertson Stephens Wealth Management first reported a position in USB in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.74M in Q3 2019. 1,793 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Robertson Stephens Wealth Management held 11,874 shares of US Bancorp worth $692K as of Q3 2026.
  • Robertson Stephens Wealth Management bought 248 US Bancorp shares in Q3 2026, an estimated $15.5K.
  • US Bancorp made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #387 holding.
  • Robertson Stephens Wealth Management first reported a position in US Bancorp in Q3 2019 and has held it in 29 quarters since.
  • Robertson Stephens Wealth Management's US Bancorp position peaked at $2.74M in Q3 2019.
  • 1,793 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.