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Summit Financial Wealth Advisors’s US Bancorp USB Stock Holding History

Summit Financial Wealth Advisors’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 		$6.25M Buy
103,535
+619
+0.6% +$34.7K 0.8% 30
2026
Q1 		$5.35M Sell
102,916
-2,073
-2% -$114K 0.76% 31
2025
Q4 		$5.6M Sell
104,989
-85
-0.1% -$4.18K 0.8% 31
2025
Q3 		$5.03M Buy
105,074
+1,656
+2% +$78.3K 0.78% 32
2025
Q2 		$4.68M Sell
103,418
-2,720
-3% -$114K 0.84% 33
2025
Q1 		$4.48M Buy
106,138
+2,338
+2% +$108K 0.89% 30
2024
Q4 		$4.87M Buy
103,800
+5,279
+5% +$260K 0.95% 28
2024
Q3 		$4.51M Buy
+98,521
New +$4.32M 0.84% 30
2022
Q2 		– Sell
-176,705
Closed -$9.39M – 145
2022
Q1 		$9.39M Buy
176,705
+18,834
+12% +$1.08M 1.9% 16
2021
Q4 		$9.28M Buy
157,871
+6,689
+4% +$396K 1.8% 15
2021
Q3 		$8.99M Buy
151,182
+256
+0.2% +$14.6K 2.04% 11
2021
Q2 		$8.6M Buy
150,926
+1,965
+1% +$115K 1.94% 17
2021
Q1 		$6.94M Buy
148,961
+72,083
+94% +$3.6M 1.77% 18
2020
Q4 		$2.76M Sell
76,878
-420
-0.5% -$17.8K 0.75% 27
2020
Q3 		$3.07M Buy
77,298
+878
+1% +$32.1K 0.82% 27
2020
Q2 		$2.71M Buy
+76,420
New +$2.72M 0.72% 28
2020
Q1 		– Sell
-5,681
Closed -$304K – 143
2019
Q4 		$304K Hold
5,681
– – 0.07% 111
2019
Q3 		$304K Hold
5,681
– – 0.07% 119
2019
Q2 		$298K Buy
5,681
+406
+8% +$20.9K 0.07% 122
2019
Q1 		$261K Sell
5,275
-112
-2% -$5.62K 0.07% 112
2018
Q4 		$246K Sell
5,387
-20
-0.4% -$1.03K 0.08% 108
2018
Q3 		$273K Buy
5,407
+1,021
+23% +$54.1K 0.08% 113
2018
Q2 		$221K Hold
4,386
– – 0.07% 120
2018
Q1 		$221K Buy
4,386
+8
+0.2% +$438 0.07% 128
2017
Q4 		$235K Buy
4,378
+14
+0.3% +$753 0.08% 124
2017
Q3 		$234K Hold
4,364
– – 0.09% 123
2017
Q2 		$227K Sell
4,364
-5
-0.1% -$258 0.09% 135
2017
Q1 		$225K Sell
4,369
-734
-14% -$39.1K 0.1% 129
2016
Q4 		$262K Sell
5,103
-97
-2% -$4.61K 0.12% 119
2016
Q3 		$223K Sell
5,200
-150
-3% -$6.37K 0.1% 132
2016
Q2 		$216K Sell
5,350
-1,650
-24% -$68.7K 0.09% 131
2016
Q1 		$284K Sell
7,000
-437
-6% -$17.4K 0.12% 110
2015
Q4 		$317K Buy
7,437
+350
+5% +$15K 0.15% 104
2015
Q3 		$290K Hold
7,087
– – 0.19% 67
2015
Q2 		$307K Hold
7,087
– – 0.19% 73
2015
Q1 		$313K Buy
7,087
+437
+7% +$19.1K 0.21% 58
2014
Q4 		$299K Buy
+6,650
New +$286K 0.21% 56

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors's USB Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its US Bancorp (USB) stake by 0.6% in Q2 2026, buying an estimated $34.7K and bringing the position to 103,535 shares worth $6.25M. The position accounts for 0.8% of the portfolio, ranked #30.

Summit Financial Wealth Advisors first reported a position in USB in Q4 2014 and has held it in 37 quarters since. The position peaked at $9.39M in Q1 2022. 346 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Summit Financial Wealth Advisors held 103,535 shares of US Bancorp worth $6.25M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 619 US Bancorp shares in Q2 2026, an estimated $34.7K.
  • US Bancorp made up 0.8% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Summit Financial Wealth Advisors first reported a position in US Bancorp in Q4 2014 and has held it in 37 quarters since.
  • Summit Financial Wealth Advisors's US Bancorp position peaked at $9.39M in Q1 2022.
  • 346 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.