Summit Securities Group’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
Q1 | $91.3K | Sell |
1,755
-10,278
| -85% | -$565K | 0.01% | 301 |
|
|
2025
Q4 | $642K | Buy |
12,033
+9,349
| +348% | +$460K | 0.08% | 172 |
|
|
2025
Q3 | $130K | Buy |
2,684
+1,135
| +73% | +$53.7K | 0.03% | 339 |
|
|
2025
Q2 | $70.1K | Buy |
+1,549
| New | +$65.1K | 0.01% | 429 |
|
|
2025
Q1 | – | Sell |
-13,400
| Closed | -$641K | – | 1115 |
|
|
2024
Q4 | $641K | Buy |
13,400
+12,200
| +1,017% | +$600K | 0.13% | 111 |
|
|
2024
Q3 | $55K | Sell |
1,200
-6,400
| -84% | -$281K | 0.01% | 210 |
|
|
2024
Q2 | $302K | Buy |
7,600
+3,300
| +77% | +$135K | 0.06% | 133 |
|
|
2024
Q1 | $192K | Sell |
4,300
-27,200
| -86% | -$1.15M | 0.03% | 157 |
|
|
2023
Q4 | $1.36M | Buy |
31,500
+31,000
| +6,200% | +$1.13M | 0.12% | 114 |
|
|
2023
Q3 | $17K | Sell |
500
-2,923
| -85% | -$106K | ﹤0.01% | 379 |
|
|
2023
Q2 | $113K | Sell |
3,423
-1,009
| -23% | -$32.6K | 0.01% | 272 |
|
|
2023
Q1 | $160K | Buy |
4,432
+1,665
| +60% | +$74.2K | 0.01% | 237 |
|
|
2022
Q4 | $121K | Sell |
2,767
-2,798
| -50% | -$120K | ﹤0.01% | 565 |
|
|
2022
Q3 | $224K | Sell |
5,565
-161
| -3% | -$7.45K | 0.02% | 405 |
|
|
2022
Q2 | $264K | Buy |
5,726
+2,873
| +101% | +$143K | 0.03% | 265 |
|
|
2022
Q1 | $152K | Sell |
2,853
-5,274
| -65% | -$303K | 0.02% | 426 |
|
|
2021
Q4 | $456K | Sell |
8,127
-2,973
| -27% | -$176K | 0.02% | 394 |
|
|
2021
Q3 | $660K | Sell |
11,100
-10,041
| -47% | -$572K | 0.05% | 341 |
|
|
2021
Q2 | $1.2M | Buy |
21,141
+1,541
| +8% | +$90.4K | 0.1% | 215 |
|
|
2021
Q1 | $1.08M | Buy |
+19,600
| New | +$979K | 0.12% | 185 |
|
|
2020
Q1 | – | Sell |
-243,500
| Closed | -$14.4M | – | 486 |
|
|
2019
Q4 | $14.4M | Sell |
243,500
-111,300
| -31% | -$6.43M | 1.09% | 16 |
|
|
2019
Q3 | $19.6M | Buy |
+354,800
| New | +$19.2M | 1.74% | 7 |
|
|
2018
Q4 | – | Sell |
-13,800
| Closed | -$729K | – | 352 |
|
|
2018
Q3 | $729K | Buy |
13,800
+8,000
| +138% | +$424K | 0.27% | 58 |
|
|
2018
Q2 | $290K | Buy |
+5,800
| New | +$294K | 0.04% | 183 |
|
|
2018
Q1 | – | Sell |
-3,900
| Closed | -$209K | – | 236 |
|
|
2017
Q4 | $209K | Buy |
+3,900
| New | +$210K | 0.02% | 156 |
|
|
2017
Q3 | – | Sell |
-4,200
| Closed | -$218K | – | 305 |
|
|
2017
Q2 | $218K | Buy |
+4,200
| New | +$216K | 0.04% | 196 |
|
|
2017
Q1 | – | Sell |
-5,200
| Closed | -$267K | – | 400 |
|
|
2016
Q4 | $267K | Buy |
+5,200
| New | +$247K | 0.06% | 213 |
|
|
2015
Q3 | – | Sell |
-6,623
| Closed | -$287K | – | 524 |
|
|
2015
Q2 | $287K | Buy |
6,623
+6,523
| +6,523% | +$285K | 0.14% | 54 |
|
|
2015
Q1 | $4K | Sell |
100
-12,900
| -99% | -$565K | ﹤0.01% | 323 |
|
|
2014
Q4 | $584K | Buy |
13,000
+1,300
| +11% | +$56K | 0.17% | 95 |
|
|
2014
Q3 | $489K | Sell |
11,700
-1,900
| -14% | -$80.3K | 0.14% | 112 |
|
|
2014
Q2 | $589K | Buy |
13,600
+2,200
| +19% | +$91.8K | 0.2% | 83 |
|
|
2014
Q1 | $489K | Sell |
11,400
-1,400
| -11% | -$57.5K | 0.29% | 53 |
|
|
2013
Q4 | $517K | Buy |
12,800
+8,000
| +167% | +$307K | 0.09% | 103 |
|
|
2013
Q3 | $176K | Buy |
4,800
+4,700
| +4,700% | +$174K | 0.06% | 123 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$3.43K | ﹤0.01% | 424 |
|
Other funds holding USB
VCM
MB
VPM
Summit Securities Group's USB Position: Q1 2026 in Review
Summit Securities Group reduced its US Bancorp (USB) stake by 85% in Q1 2026, selling an estimated $565K and leaving 1,755 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #301.
Summit Securities Group first reported a position in USB in Q2 2013 and has held it in 36 quarters since. The position peaked at $19.6M in Q3 2019. 1,966 funds tracked by Wall St. Rank hold USB as of Q1 2026.
- Summit Securities Group held 1,755 shares of US Bancorp worth $91.3K as of Q1 2026.
- Summit Securities Group sold 10,278 US Bancorp shares in Q1 2026, an estimated $565K.
- US Bancorp made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #301 holding.
- Summit Securities Group first reported a position in US Bancorp in Q2 2013 and has held it in 36 quarters since.
- Summit Securities Group's US Bancorp position peaked at $19.6M in Q3 2019.
- 1,966 funds tracked by Wall St. Rank held US Bancorp as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.