Sowell Financial Services’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 | $974K | Sell |
16,125
-831
| -5% | -$46.6K | 0.03% | 471 |
|
|
2026
Q1 | $882K | Sell |
16,956
-1,721
| -9% | -$94.6K | 0.03% | 468 |
|
|
2025
Q4 | $997K | Buy |
18,677
+788
| +4% | +$38.8K | 0.04% | 436 |
|
|
2025
Q3 | $865K | Sell |
17,889
-889
| -5% | -$42K | 0.03% | 463 |
|
|
2025
Q2 | $850K | Sell |
18,778
-301
| -2% | -$12.7K | 0.03% | 458 |
|
|
2025
Q1 | $806K | Sell |
19,079
-7,496
| -28% | -$346K | 0.04% | 449 |
|
|
2024
Q4 | $1.27M | Sell |
26,575
-10,503
| -28% | -$517K | 0.07% | 276 |
|
|
2024
Q3 | $1.71M | Sell |
37,078
-3,864
| -9% | -$169K | 0.08% | 262 |
|
|
2024
Q2 | $1.65M | Sell |
40,942
-5,478
| -12% | -$223K | 0.08% | 258 |
|
|
2024
Q1 | $2.1M | Buy |
46,420
+4,559
| +11% | +$192K | 0.1% | 227 |
|
|
2023
Q4 | $1.83M | Buy |
41,861
+2,928
| +8% | +$107K | 0.1% | 228 |
|
|
2023
Q3 | $1.31M | Sell |
38,933
-41,944
| -52% | -$1.53M | 0.08% | 264 |
|
|
2023
Q2 | $2.69M | Buy |
80,877
+55,969
| +225% | +$1.81M | 0.15% | 159 |
|
|
2023
Q1 | $898K | Sell |
24,908
-66,402
| -73% | -$2.96M | 0.07% | 315 |
|
|
2022
Q4 | $4.03M | Buy |
91,310
+24,222
| +36% | +$1.04M | 0.26% | 102 |
|
|
2022
Q3 | $2.74M | Buy |
67,088
+11,758
| +21% | +$544K | 0.28% | 105 |
|
|
2022
Q2 | $2.57M | Buy |
55,330
+43,339
| +361% | +$2.16M | 0.24% | 88 |
|
|
2022
Q1 | $641K | Sell |
11,991
-72,349
| -86% | -$4.16M | 0.11% | 123 |
|
|
2021
Q4 | $4.78M | Buy |
84,340
+50,125
| +147% | +$2.96M | 0.27% | 83 |
|
|
2021
Q3 | $2.05M | Buy |
34,215
+5,433
| +19% | +$309K | 0.14% | 175 |
|
|
2021
Q2 | $1.65M | Sell |
28,782
-17,864
| -38% | -$1.05M | 0.11% | 213 |
|
|
2021
Q1 | $2.87M | Buy |
46,646
+6,787
| +17% | +$339K | 0.1% | 191 |
|
|
2020
Q4 | $1.86M | Buy |
39,859
+11,488
| +40% | +$486K | 0.08% | 218 |
|
|
2020
Q3 | $1.02M | Buy |
28,371
+5,102
| +22% | +$187K | 0.05% | 296 |
|
|
2020
Q2 | $857K | Buy |
23,269
+6,098
| +36% | +$217K | 0.05% | 314 |
|
|
2020
Q1 | $592K | Sell |
17,171
-1,386
| -7% | -$66.8K | 0.04% | 355 |
|
|
2019
Q4 | $1.1M | Sell |
18,557
-3,961
| -18% | -$229K | 0.08% | 240 |
|
|
2019
Q3 | $1.25M | Buy |
+22,518
| New | +$1.22M | 0.1% | 211 |
|
|
2019
Q1 | $680K | Buy |
14,111
+102
| +0.7% | +$5.12K | 0.08% | 264 |
|
|
2018
Q4 | $640K | Buy |
14,009
+821
| +6% | +$42.3K | 0.09% | 230 |
|
|
2018
Q3 | $696K | Sell |
13,188
-86
| -0.6% | -$4.56K | 0.1% | 153 |
|
|
2018
Q2 | $695K | Buy |
+13,274
| New | +$674K | 0.15% | 133 |
|
|
2017
Q1 | – | Sell |
-716
| Closed | -$39K | – | 549 |
|
|
2016
Q4 | $39K | Buy |
+716
| New | +$34K | 0.01% | 364 |
|
Other funds holding USB
MB
Sowell Financial Services's USB Position: Q2 2026 in Review
Sowell Financial Services reduced its US Bancorp (USB) stake by 4.9% in Q2 2026, selling an estimated $46.6K and leaving 16,125 shares worth $974K. The position accounts for 0.03% of the portfolio, ranked #471.
Sowell Financial Services first reported a position in USB in Q4 2016 and has held it in 33 quarters since. The position peaked at $4.78M in Q4 2021. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Sowell Financial Services held 16,125 shares of US Bancorp worth $974K as of Q2 2026.
- Sowell Financial Services sold 831 US Bancorp shares in Q2 2026, an estimated $46.6K.
- US Bancorp made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #471 holding.
- Sowell Financial Services first reported a position in US Bancorp in Q4 2016 and has held it in 33 quarters since.
- Sowell Financial Services's US Bancorp position peaked at $4.78M in Q4 2021.
- 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.