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Shulman DeMeo Asset Management’s US Bancorp USB Stock Holding History

Shulman DeMeo Asset 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 		$305K Sell
5,324
-211
-4% -$13.2K 0.06% 107
2026
Q2 		$334K Buy
5,535
+20
+0.4% +$1.12K 0.06% 102
2026
Q1 		$287K Buy
5,515
+36
+0.7% +$1.98K 0.06% 108
2025
Q4 		$292K Buy
5,479
+26
+0.5% +$1.28K 0.07% 94
2025
Q3 		$264K Buy
5,453
+49
+0.9% +$2.32K 0.06% 101
2025
Q2 		$245K Buy
5,404
+58
+1% +$2.44K 0.06% 100
2025
Q1 		$226K Sell
5,346
-55
-1% -$2.54K 0.06% 101
2024
Q4 		$258K Sell
5,401
-381
-7% -$18.7K 0.07% 100
2024
Q3 		$264K Sell
5,782
-39
-0.7% -$1.71K 0.06% 110
2024
Q2 		$231K Buy
5,821
+546
+10% +$22.3K 0.06% 113
2024
Q1 		$236K Buy
5,275
+382
+8% +$16.1K 0.06% 115
2023
Q4 		$212K Buy
+4,893
New +$179K 0.06% 121
2023
Q3 		– Sell
-6,115
Closed -$202K – 134
2023
Q2 		$202K Buy
6,115
+26
+0.4% +$840 0.06% 121
2023
Q1 		$220K Buy
6,089
+20
+0.3% +$891 0.07% 120
2022
Q4 		$265K Sell
6,069
-553
-8% -$23.7K 0.09% 107
2022
Q3 		$267K Sell
6,622
-201
-3% -$9.3K 0.09% 104
2022
Q2 		$314K Buy
6,823
+175
+3% +$8.74K 0.1% 95
2022
Q1 		$353K Buy
6,648
+638
+11% +$36.7K 0.1% 98
2021
Q4 		$338K Buy
6,010
+52
+0.9% +$3.08K 0.09% 109
2021
Q3 		$354K Buy
+5,958
New +$339K 0.31% 55
2020
Q1 		– Sell
-3,872
Closed -$230K – 127
2019
Q4 		$230K Buy
+3,872
New +$224K 0.08% 119

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Shulman DeMeo Asset Management's USB Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its US Bancorp (USB) stake by 3.8% in Q3 2026, selling an estimated $13.2K and leaving 5,324 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #107.

Shulman DeMeo Asset Management first reported a position in USB in Q4 2019 and has held it in 21 quarters since. The position peaked at $354K in Q3 2021. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Shulman DeMeo Asset Management held 5,324 shares of US Bancorp worth $305K as of Q3 2026.
  • Shulman DeMeo Asset Management sold 211 US Bancorp shares in Q3 2026, an estimated $13.2K.
  • US Bancorp made up 0.06% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #107 holding.
  • Shulman DeMeo Asset Management first reported a position in US Bancorp in Q4 2019 and has held it in 21 quarters since.
  • Shulman DeMeo Asset Management's US Bancorp position peaked at $354K in Q3 2021.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.