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Sage Investment Counsel’s US Bancorp USB Stock Holding History

Sage Investment Counsel’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 		$728K Buy
12,055
+10
+0.1% +$560 0.73% 40
2026
Q1 		$626K Hold
12,045
– – 0.7% 41
2025
Q4 		$643K Hold
12,045
– – 0.71% 40
2025
Q3 		$582K Hold
12,045
– – 0.64% 46
2025
Q2 		$545K Buy
12,045
+13
+0.1% +$547 0.63% 48
2025
Q1 		$508K Buy
12,032
+10
+0.1% +$461 0.64% 46
2024
Q4 		$575K Buy
+12,022
New +$591K 0.75% 37

Other funds holding USB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
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

Sage Investment Counsel's USB Position: Q2 2026 in Review

Sage Investment Counsel increased its US Bancorp (USB) stake by 0.08% in Q2 2026, buying an estimated $560 and bringing the position to 12,055 shares worth $728K. The position accounts for 0.73% of the portfolio, ranked #40.

Sage Investment Counsel first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 1,037 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Sage Investment Counsel held 12,055 shares of US Bancorp worth $728K as of Q2 2026.
  • Sage Investment Counsel bought 10 US Bancorp shares in Q2 2026, an estimated $560.
  • US Bancorp made up 0.73% of Sage Investment Counsel's portfolio in Q2 2026, its #40 holding.
  • Sage Investment Counsel first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 1,037 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.