Summit Global Investments
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Summit Global Investments’s US Bancorp USB Stock Holding History

Summit Global Investments’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
Q3 		$687K Buy
11,897
+4,307
+57% +$269K 0.03% 297
2026
Q2 		$458K Sell
7,590
-2,625
-26% -$147K 0.03% 360
2026
Q1 		$531K Buy
10,215
+1
+0% +$55 0.03% 317
2025
Q4 		$545K Buy
+10,214
New +$502K 0.03% 299
2025
Q1 		– Sell
-6,547
Closed -$313K – 588
2024
Q4 		$313K Sell
6,547
-205
-3% -$10.1K 0.02% 441
2024
Q3 		$309K Sell
6,752
-1,332
-16% -$58.4K 0.02% 422
2024
Q2 		$321K Buy
+8,084
New +$330K 0.02% 408
2024
Q1 		– Sell
-11,899
Closed -$515K – 607
2023
Q4 		$515K Sell
11,899
-1,974
-14% -$72.2K 0.03% 333
2023
Q3 		$459K Sell
13,873
-5,091
-27% -$185K 0.03% 349
2023
Q2 		$627K Sell
18,964
-20,771
-52% -$671K 0.04% 304
2023
Q1 		$1.43M Buy
+39,735
New +$1.77M 0.11% 175
2017
Q2 		– Sell
-57,497
Closed -$2.96M – 284
2017
Q1 		$2.96M Buy
57,497
+2,863
+5% +$153K 0.96% 30
2016
Q4 		$2.81M Buy
+54,634
New +$2.6M 1.02% 32

Other funds holding USB

MUFG Bank
MUFG Bank Tokyo 100-8388,, Japan $3.11B AUM 1.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Global Investments's USB Position: Q3 2026 in Review

Summit Global Investments increased its US Bancorp (USB) stake by 57% in Q3 2026, buying an estimated $269K and bringing the position to 11,897 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #297.

Summit Global Investments first reported a position in USB in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.96M in Q1 2017. 1,200 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Summit Global Investments held 11,897 shares of US Bancorp worth $687K as of Q3 2026.
  • Summit Global Investments bought 4,307 US Bancorp shares in Q3 2026, an estimated $269K.
  • US Bancorp made up 0.03% of Summit Global Investments's portfolio in Q3 2026, its #297 holding.
  • Summit Global Investments first reported a position in US Bancorp in Q4 2016 and has held it in 13 quarters since.
  • Summit Global Investments's US Bancorp position peaked at $2.96M in Q1 2017.
  • 1,200 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.