Third View Private Wealth’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
Q3
$363K Sell
6,278
-645
-9% -$40.3K 0.04% 210
2026
Q2
$418K Sell
6,923
-1,595
-19% -$89.4K 0.05% 208
2026
Q1
$443K Sell
8,518
-154
-2% -$8.46K 0.06% 179
2025
Q4
$463K Buy
+8,672
New +$427K 0.06% 179

Other funds holding USB

Third View Private Wealth's USB Position: Q3 2026 in Review

Third View Private Wealth reduced its US Bancorp (USB) stake by 9.3% in Q3 2026, selling an estimated $40.3K and leaving 6,278 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #210.

Third View Private Wealth first reported a position in USB in Q4 2025 and has held it in 4 quarters since. The position peaked at $463K in Q4 2025. 1,200 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Third View Private Wealth held 6,278 shares of US Bancorp worth $363K as of Q3 2026.
  • Third View Private Wealth sold 645 US Bancorp shares in Q3 2026, an estimated $40.3K.
  • US Bancorp made up 0.04% of Third View Private Wealth's portfolio in Q3 2026, its #210 holding.
  • Third View Private Wealth first reported a position in US Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's US Bancorp position peaked at $463K in Q4 2025.
  • 1,200 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.