SFG
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Seamount Financial Group’s US Bancorp USB Stock Holding History

Seamount Financial Group’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 		– Sell
-4,052
Closed -$211K – 146
2026
Q1 		$211K Hold
4,052
– – 0.1% 133
2025
Q4 		$216K Buy
+4,052
New +$199K 0.1% 127

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

Seamount Financial Group's USB Position: Q2 2026 in Review

Seamount Financial Group sold out of US Bancorp (USB) in Q2 2026, closing a stake of 4,052 shares — an estimated $211K sold.

Seamount Financial Group first reported a position in USB in Q4 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Seamount Financial Group reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
  • Seamount Financial Group sold 4,052 US Bancorp shares in Q2 2026, an estimated $211K.
  • Seamount Financial Group first reported a position in US Bancorp in Q4 2025 and held it in 2 quarters.
  • Seamount Financial Group's US Bancorp position peaked at $216K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.