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Toth Financial Advisory’s US Bancorp USB Stock Holding History

Toth Financial Advisory’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 		$31K Buy
536
+78
+17% +$4.87K ﹤0.01% 444
2026
Q2 		$27.7K Sell
458
-20
-4% -$1.12K ﹤0.01% 461
2026
Q1 		$24.9K Buy
478
+228
+91% +$12.5K ﹤0.01% 456
2025
Q4 		$13.3K Sell
250
-4
-2% -$197 ﹤0.01% 518
2025
Q3 		$12.3K Buy
254
+178
+234% +$8.42K ﹤0.01% 521
2025
Q2 		$3.44K Hold
76
– – ﹤0.01% 591
2025
Q1 		$3.21K Hold
76
– – ﹤0.01% 553
2024
Q4 		$3.64K Hold
76
– – ﹤0.01% 538
2024
Q3 		$3.48K Hold
76
– – ﹤0.01% 546
2024
Q2 		$3.02K Hold
76
– – ﹤0.01% 567
2024
Q1 		$3.4K Hold
76
– – ﹤0.01% 557
2023
Q4 		$3.29K Sell
76
-78
-51% -$2.85K ﹤0.01% 570
2023
Q3 		$5.09K Buy
154
+59
+62% +$2.15K ﹤0.01% 523
2023
Q2 		$3.14K Buy
+95
New +$3.07K ﹤0.01% 593
2022
Q4 		– Sell
-65
Closed -$3K – 806
2022
Q3 		$3K Buy
65
+24
+59% +$1.11K ﹤0.01% 615
2022
Q2 		$2K Buy
+41
New +$2.05K ﹤0.01% 617

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Toth Financial Advisory's USB Position: Q3 2026 in Review

Toth Financial Advisory increased its US Bancorp (USB) stake by 17% in Q3 2026, buying an estimated $4.87K and bringing the position to 536 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Toth Financial Advisory first reported a position in USB in Q2 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Toth Financial Advisory held 536 shares of US Bancorp worth $31K as of Q3 2026.
  • Toth Financial Advisory bought 78 US Bancorp shares in Q3 2026, an estimated $4.87K.
  • US Bancorp made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #444 holding.
  • Toth Financial Advisory first reported a position in US Bancorp in Q2 2022 and has held it in 16 quarters since.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.