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Sumitomo Mitsui DS Asset Management’s US Bancorp USB Stock Holding History

Sumitomo Mitsui DS Asset 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 		$13.8M Sell
229,275
-24,574
-10% -$1.38M 0.1% 169
2026
Q1 		$13.2M Buy
253,849
+14,662
+6% +$806K 0.11% 166
2025
Q4 		$12.8M Buy
239,187
+3,479
+1% +$171K 0.1% 167
2025
Q3 		$11.4M Buy
235,708
+415
+0.2% +$19.6K 0.09% 180
2025
Q2 		$10.6M Buy
235,293
+2,136
+0.9% +$89.8K 0.1% 178
2025
Q1 		$9.84M Buy
233,157
+15,743
+7% +$726K 0.1% 175
2024
Q4 		$10.4M Buy
217,414
+10,919
+5% +$537K 0.11% 159
2024
Q3 		$9.44M Buy
206,495
+2,283
+1% +$100K 0.1% 167
2024
Q2 		$8.11M Buy
204,212
+9,977
+5% +$407K 0.1% 175
2024
Q1 		$8.68M Buy
194,235
+6,616
+4% +$279K 0.11% 166
2023
Q4 		$8.12M Sell
187,619
-1,027
-0.5% -$37.5K 0.11% 190
2023
Q3 		$6.24M Buy
188,646
+7,978
+4% +$291K 0.1% 177
2023
Q2 		$5.97M Buy
180,668
+65,861
+57% +$2.13M 0.09% 182
2023
Q1 		$4.14M Sell
114,807
-15,499
-12% -$690K 0.07% 213
2022
Q4 		$5.68M Buy
130,306
+27,897
+27% +$1.19M 0.12% 154
2022
Q3 		$4.13M Buy
102,409
+6,114
+6% +$283K 0.09% 177
2022
Q2 		$4.43M Buy
96,295
+3,945
+4% +$197K 0.11% 162
2022
Q1 		$4.91M Buy
92,350
+333
+0.4% +$19.1K 0.1% 173
2021
Q4 		$5.17M Buy
92,017
+3,771
+4% +$223K 0.11% 172
2021
Q3 		$5.25M Sell
88,246
-726
-0.8% -$41.3K 0.12% 151
2021
Q2 		$5.07M Buy
88,972
+3,483
+4% +$204K 0.12% 166
2021
Q1 		$4.73M Buy
85,489
+432
+0.5% +$21.6K 0.12% 166
2020
Q4 		$3.96M Sell
85,057
-1,040
-1% -$44K 0.11% 177
2020
Q3 		$3.09M Buy
86,097
+2,661
+3% +$97.4K 0.1% 180
2020
Q2 		$3.07M Sell
83,436
-7,557
-8% -$269K 0.11% 168
2020
Q1 		$3.13M Sell
90,993
-2,376
-3% -$115K 0.13% 147
2019
Q4 		$5.54M Sell
93,369
-325
-0.3% -$18.8K 0.19% 117
2019
Q3 		$5.18M Buy
93,694
+8,379
+10% +$453K 0.19% 110
2019
Q2 		$4.47M Sell
85,315
-21,690
-20% -$1.12M 0.18% 118
2019
Q1 		$5.16M Buy
107,005
+2,655
+3% +$133K 0.09% 195
2018
Q4 		$4.77M Sell
104,350
-4,234
-4% -$218K 0.09% 181
2018
Q3 		$5.73M Sell
108,584
-843
-0.8% -$44.7K 0.09% 173
2018
Q2 		$5.47M Sell
109,427
-5,742
-5% -$291K 0.08% 181
2018
Q1 		$5.82M Sell
115,169
-4,455
-4% -$244K 0.09% 180
2017
Q4 		$6.41M Sell
119,624
-43,327
-27% -$2.33M 0.1% 172
2017
Q3 		$8.73M Sell
162,951
-6,194
-4% -$324K 0.14% 142
2017
Q2 		$8.78M Sell
169,145
-17,653
-9% -$909K 0.14% 140
2017
Q1 		$9.62M Buy
186,798
+54
+0% +$2.88K 0.16% 137
2016
Q4 		$9.59M Sell
186,744
-16,918
-8% -$805K 0.18% 134
2016
Q3 		$8.73M Sell
203,662
-11,570
-5% -$491K 0.19% 143
2016
Q2 		$8.68M Sell
215,232
-27,582
-11% -$1.15M 0.26% 108
2016
Q1 		$9.86M Sell
242,814
-10,714
-4% -$428K 0.3% 96
2015
Q4 		$10.8M Sell
253,528
-55,008
-18% -$2.35M 0.36% 84
2015
Q3 		$12.7M Sell
308,536
-29,873
-9% -$1.29M 0.43% 63
2015
Q2 		$14.7M Buy
338,409
+15,960
+5% +$698K 0.47% 58
2015
Q1 		$14.1M Buy
322,449
+169,255
+110% +$7.41M 0.43% 65
2014
Q4 		$6.89M Sell
153,194
-16,014
-9% -$689K 0.21% 122
2014
Q3 		$7.08M Sell
169,208
-11,666
-6% -$493K 0.22% 124
2014
Q2 		$7.83M Sell
180,874
-11,938
-6% -$498K 0.22% 123
2014
Q1 		$8.26M Sell
192,812
-13,804
-7% -$567K 0.24% 104
2013
Q4 		$8.35M Sell
206,616
-17,976
-8% -$690K 0.24% 99
2013
Q3 		$8.21M Sell
224,592
-12,877
-5% -$477K 0.24% 100
2013
Q2 		$8.58M Buy
+237,469
New +$8.15M 0.24% 94

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's USB Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its US Bancorp (USB) stake by 9.7% in Q2 2026, selling an estimated $1.38M and leaving 229,275 shares worth $13.8M. The position accounts for 0.1% of the portfolio, ranked #169.

Sumitomo Mitsui DS Asset Management first reported a position in USB in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.7M in Q2 2015. 638 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 229,275 shares of US Bancorp worth $13.8M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management sold 24,574 US Bancorp shares in Q2 2026, an estimated $1.38M.
  • US Bancorp made up 0.1% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #169 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui DS Asset Management's US Bancorp position peaked at $14.7M in Q2 2015.
  • 638 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.