Silvia McColl Wealth Management’s US Bancorp USB Stock Holding History

Silvia McColl 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	$279K	Hold	4,627	–	–	0.17%	100
2026 Q1	$241K	Hold	4,627	–	–	0.16%	106
2025 Q4	$247K	Hold	4,627	–	–	0.16%	103
2025 Q3	$224K	Hold	4,627	–	–	0.15%	109
2025 Q2	$209K	Buy	+4,627	New	+$195K	0.15%	107
2025 Q1	–	Sell	-4,627	Closed	-$221K	–	112
2024 Q4	$221K	Hold	4,627	–	–	0.17%	100
2024 Q3	$212K	Buy	+4,627	New	+$203K	0.16%	105
2024 Q1	–	Sell	-4,627	Closed	-$200K	–	114
2023 Q4	$200K	Buy	+4,627	New	+$169K	0.18%	101
2023 Q1	–	Sell	-4,627	Closed	-$202K	–	107
2022 Q4	$202K	Buy	+4,627	New	+$198K	0.2%	101

Other funds holding USB

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Silvia McColl Wealth Management's USB Position: Q2 2026 in Review

Silvia McColl Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 4,627 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #100.

Silvia McColl Wealth Management first reported a position in USB in Q4 2022 and has held it in 9 quarters since. 399 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Silvia McColl Wealth Management held 4,627 shares of US Bancorp worth $279K as of Q2 2026.
Silvia McColl Wealth Management left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.17% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #100 holding.
Silvia McColl Wealth Management first reported a position in US Bancorp in Q4 2022 and has held it in 9 quarters since.
399 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.