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Sound Income Strategies’s US Bancorp USB Stock Holding History

Sound Income Strategies’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 		$206K Buy
+3,609
New +$225K 0.01% 457
2026
Q2 		– Sell
-1,746
Closed -$92.1K – 2292
2026
Q1 		$92.1K Sell
1,746
-171
-9% -$9.4K ﹤0.01% 632
2025
Q4 		$104K Buy
1,917
+376
+24% +$18.5K ﹤0.01% 569
2025
Q3 		$72.6K Buy
1,541
+323
+27% +$15.3K ﹤0.01% 473
2025
Q2 		$55.1K Buy
1,218
+535
+78% +$22.5K ﹤0.01% 496
2025
Q1 		$28.9K Buy
683
+115
+20% +$5.31K ﹤0.01% 636
2024
Q4 		$27.2K Sell
568
-28
-5% -$1.38K ﹤0.01% 614
2024
Q3 		$27.3K Sell
596
-126
-17% -$5.53K ﹤0.01% 573
2024
Q2 		$28.7K Buy
722
+112
+18% +$4.57K ﹤0.01% 549
2024
Q1 		$27.3K Buy
610
+15
+3% +$633 ﹤0.01% 542
2023
Q4 		$25.8K Buy
595
+56
+10% +$2.05K ﹤0.01% 531
2023
Q3 		$17.8K Sell
539
-73
-12% -$2.66K ﹤0.01% 465
2023
Q2 		$20.2K Sell
612
-646
-51% -$20.9K ﹤0.01% 431
2023
Q1 		$45.4K Buy
1,258
+9
+0.7% +$401 ﹤0.01% 294
2022
Q4 		$54.5K Buy
1,249
+155
+14% +$6.63K 0.01% 250
2022
Q3 		$44K Buy
1,094
+409
+60% +$18.9K 0.01% 249
2022
Q2 		$32K Hold
685
– – ﹤0.01% 281
2022
Q1 		$36K Buy
685
+22
+3% +$1.26K ﹤0.01% 270
2021
Q4 		$37K Buy
663
+63
+11% +$3.73K ﹤0.01% 271
2021
Q3 		$36K Hold
600
– – ﹤0.01% 262
2021
Q2 		$34K Sell
600
-34
-5% -$2K ﹤0.01% 278
2021
Q1 		$35.1K Hold
634
– – 0.01% 269
2020
Q4 		$30K Hold
634
– – 0.01% 267
2020
Q3 		$23K Hold
634
– – 0.01% 277
2020
Q2 		$23K Buy
634
+34
+6% +$1.21K 0.01% 255
2020
Q1 		$21K Buy
+600
New +$28.9K 0.01% 242
2018
Q4 		– Sell
-84
Closed -$4K – 808
2018
Q3 		$4K Buy
+84
New +$4.45K ﹤0.01% 483
2018
Q2 		– Sell
-36
Closed -$2K – 793
2018
Q1 		$2K Sell
36
-30
-45% -$1.64K ﹤0.01% 490
2017
Q4 		$4K Buy
+66
New +$3.55K ﹤0.01% 352

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

Sound Income Strategies's USB Position: Q3 2026 in Review

Sound Income Strategies opened a new position in US Bancorp (USB) in Q3 2026: 3,609 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Sound Income Strategies previously reported a position in USB as recently as Q1 2026.

Sound Income Strategies first reported a position in USB in Q4 2017 and has held it in 29 quarters since. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Sound Income Strategies held 3,609 shares of US Bancorp worth $206K as of Q3 2026.
  • US Bancorp was a new Sound Income Strategies position in Q3 2026.
  • US Bancorp made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #457 holding.
  • Sound Income Strategies first reported a position in US Bancorp in Q4 2017 and has held it in 29 quarters since.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.