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 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	$1.41M	Buy	29,904 +238	+0.8%	+$10.1K	0.29%	64
2020 Q3	$1.07M	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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robertson Stephens Wealth Management's USB Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its US Bancorp (USB) stake by 0.67% in Q2 2026, selling an estimated $4.37K and leaving 11,626 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #386.

Robertson Stephens Wealth Management first reported a position in USB in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.74M in Q3 2019. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Robertson Stephens Wealth Management held 11,626 shares of US Bancorp worth $708K as of Q2 2026.
Robertson Stephens Wealth Management sold 78 US Bancorp shares in Q2 2026, an estimated $4.37K.
US Bancorp made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #386 holding.
Robertson Stephens Wealth Management first reported a position in US Bancorp in Q3 2019 and has held it in 28 quarters since.
Robertson Stephens Wealth Management's US Bancorp position peaked at $2.74M in Q3 2019.
930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.