RFM
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Royal Fund Management’s US Bancorp USB Stock Holding History

Royal Fund 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
2023
Q3 		– Sell
-1,600
Closed -$52.9K – 311
2023
Q2 		$52.9K Buy
+1,600
New +$51.7K 0.01% 268
2023
Q1 		– Sell
-6,100
Closed -$266K – 288
2022
Q4 		$266K Buy
+6,100
New +$261K 0.04% 226
2022
Q2 		– Sell
-7,200
Closed -$382K – 229
2022
Q1 		$382K Buy
+7,200
New +$414K 0.06% 163

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Royal Fund Management's USB Position: Q2 2026 in Review

Royal Fund Management increased its US Bancorp (USB) stake by 1.2% in Q2 2026, buying an estimated $57.3K and bringing the position to 88,864 shares worth $5.37M. The position accounts for 0.45% of the portfolio, ranked #76.

Royal Fund Management first reported a position in USB in Q2 2017 and has held it in 34 quarters since. The position peaked at $7.76M in Q3 2021. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Royal Fund Management held 88,864 shares of US Bancorp worth $5.37M as of Q2 2026.
  • Royal Fund Management bought 1,023 US Bancorp shares in Q2 2026, an estimated $57.3K.
  • US Bancorp made up 0.45% of Royal Fund Management's portfolio in Q2 2026, its #76 holding.
  • Royal Fund Management first reported a position in US Bancorp in Q2 2017 and has held it in 34 quarters since.
  • Royal Fund Management's US Bancorp position peaked at $7.76M in Q3 2021.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.