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Stolper & Co’s US Bancorp USB Stock Holding History

Stolper & Co’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 		$3.06M Buy
50,668
+22,814
+82% +$1.28M 0.79% 37
2026
Q1 		$6.76M Sell
27,854
-21,647
-44% -$1.19M 1.92% 20
2025
Q4 		$2.64M Buy
49,501
+519
+1% +$25.5K 0.78% 38
2025
Q3 		$2.37M Buy
48,982
+927
+2% +$43.8K 0.72% 40
2025
Q2 		$2.17M Buy
48,055
+17
+0% +$715 0.71% 44
2025
Q1 		$2.03M Buy
+48,038
New +$2.22M 0.67% 46

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
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

Stolper & Co's USB Position: Q2 2026 in Review

Stolper & Co increased its US Bancorp (USB) stake by 82% in Q2 2026, buying an estimated $1.28M and bringing the position to 50,668 shares worth $3.06M. The position accounts for 0.79% of the portfolio, ranked #37.

Stolper & Co first reported a position in USB in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.76M in Q1 2026. 399 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Stolper & Co held 50,668 shares of US Bancorp worth $3.06M as of Q2 2026.
  • Stolper & Co bought 22,814 US Bancorp shares in Q2 2026, an estimated $1.28M.
  • US Bancorp made up 0.79% of Stolper & Co's portfolio in Q2 2026, its #37 holding.
  • Stolper & Co first reported a position in US Bancorp in Q1 2025 and has held it in 6 quarters since.
  • Stolper & Co's US Bancorp position peaked at $6.76M in Q1 2026.
  • 399 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.