Tower View Wealth Management
USB icon

Tower View Wealth Management’s US Bancorp USB Stock Holding History

Tower View Wealth Management’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 		$92.4K Buy
+1,600
New +$100K 0.04% 86
2024
Q1 		– Sell
-65
Closed -$3K – 201
2023
Q4 		$3K Sell
65
-163
-71% -$5.96K ﹤0.01% 166
2023
Q3 		$8K Buy
228
+3
+1% +$109 0.01% 125
2023
Q2 		$7K Sell
225
-290
-56% -$9.37K ﹤0.01% 133
2023
Q1 		$19K Buy
515
+5
+1% +$223 0.01% 100
2022
Q4 		$22K Buy
510
+5
+1% +$214 0.02% 100
2022
Q3 		$20K Buy
505
+5
+1% +$231 0.02% 99
2022
Q2 		$23K Hold
500
– – 0.02% 96
2022
Q1 		$27K Hold
500
– – 0.01% 118
2021
Q4 		$28K Hold
500
– – 0.01% 119
2021
Q3 		$30K Buy
+500
New +$28.5K 0.02% 124

Other funds holding USB

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Tower View Wealth Management's USB Position: Q3 2026 in Review

Tower View Wealth Management opened a new position in US Bancorp (USB) in Q3 2026: 1,600 shares worth $92.4K. The stake represents 0.04% of the portfolio and ranks #86 among its holdings. This is a return to the name: Tower View Wealth Management previously reported a position in USB as recently as Q4 2023.

Tower View Wealth Management first reported a position in USB in Q3 2021 and has held it in 11 quarters since. 984 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Tower View Wealth Management held 1,600 shares of US Bancorp worth $92.4K as of Q3 2026.
  • US Bancorp was a new Tower View Wealth Management position in Q3 2026.
  • US Bancorp made up 0.04% of Tower View Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Tower View Wealth Management first reported a position in US Bancorp in Q3 2021 and has held it in 11 quarters since.
  • 984 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.