Sound Income Strategies’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
MB
DSA
Sound Income Strategies's USB Position: Q2 2026 in Review
Sound Income Strategies sold out of US Bancorp (USB) in Q2 2026, closing a stake of 1,746 shares — an estimated $92.1K sold.
Sound Income Strategies first reported a position in USB in Q4 2017 and held it in 28 quarters. The position peaked at $104K in Q4 2025. 1,530 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Sound Income Strategies reported no remaining US Bancorp position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 1,746 US Bancorp shares in Q2 2026, an estimated $92.1K.
- Sound Income Strategies first reported a position in US Bancorp in Q4 2017 and held it in 28 quarters.
- Sound Income Strategies's US Bancorp position peaked at $104K in Q4 2025.
- 1,530 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.