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Triangle Securities Wealth Management’s US Bancorp USB Stock Holding History

Triangle Securities 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
Q2 		$281K Sell
4,656
-344
-7% -$19.3K 0.06% 195
2026
Q1 		$260K Buy
5,000
+87
+2% +$4.78K 0.06% 188
2025
Q4 		$262K Sell
4,913
-294
-6% -$14.5K 0.06% 196
2025
Q3 		$252K Sell
5,207
-1,450
-22% -$68.6K 0.06% 192
2025
Q2 		$301K Sell
6,657
-11,754
-64% -$494K 0.07% 186
2025
Q1 		$777K Buy
18,411
+565
+3% +$26.1K 0.2% 122
2024
Q4 		$854K Sell
17,846
-1,023
-5% -$50.3K 0.22% 116
2024
Q3 		$863K Sell
18,869
-2,252
-11% -$98.8K 0.22% 118
2024
Q2 		$839K Sell
21,121
-1,295
-6% -$52.8K 0.24% 117
2024
Q1 		$1M Sell
22,416
-3,805
-15% -$161K 0.29% 101
2023
Q4 		$1.13M Sell
26,221
-1,680
-6% -$61.4K 0.35% 81
2023
Q3 		$922K Sell
27,901
-1,935
-6% -$70.5K 0.33% 85
2023
Q2 		$986K Sell
29,836
-3,957
-12% -$128K 0.34% 84
2023
Q1 		$1.22M Buy
33,793
+717
+2% +$31.9K 0.44% 74
2022
Q4 		$1.44M Sell
33,076
-941
-3% -$40.3K 0.53% 61
2022
Q3 		$1.37M Buy
34,017
+107
+0.3% +$4.95K 0.56% 59
2022
Q2 		$1.56M Buy
33,910
+2,334
+7% +$117K 0.61% 56
2022
Q1 		$1.68M Buy
31,576
+403
+1% +$23.2K 0.56% 60
2021
Q4 		$1.75M Sell
31,173
-131
-0.4% -$7.75K 0.55% 61
2021
Q3 		$1.86M Buy
31,304
+4
+0% +$228 0.63% 53
2021
Q2 		$1.78M Sell
31,300
-326
-1% -$19.1K 0.6% 57
2021
Q1 		$1.75M Sell
31,626
-8
-0% -$400 0.63% 53
2020
Q4 		$1.47M Buy
31,634
+939
+3% +$39.7K 0.58% 58
2020
Q3 		$1.1M Sell
30,695
-3,534
-10% -$129K 0.5% 67
2020
Q2 		$1.26M Sell
34,229
-3,855
-10% -$137K 0.6% 57
2020
Q1 		$1.31M Buy
38,084
+8,837
+30% +$426K 0.76% 46
2019
Q4 		$1.73M Sell
29,247
-471
-2% -$27.2K 0.75% 43
2019
Q3 		$1.65M Sell
29,718
-283
-0.9% -$15.3K 0.8% 41
2019
Q2 		$1.59M Sell
30,001
-812
-3% -$41.8K 0.81% 43
2019
Q1 		$1.49M Sell
30,813
-363
-1% -$18.2K 0.78% 43
2018
Q4 		$1.43M Buy
31,176
+35
+0.1% +$1.8K 0.84% 42
2018
Q3 		$1.65M Sell
31,141
-305
-1% -$16.2K 0.87% 37
2018
Q2 		$1.57M Buy
31,446
+1,306
+4% +$66.3K 0.88% 38
2018
Q1 		$1.52M Sell
30,140
-576
-2% -$31.5K 0.87% 39
2017
Q4 		$1.65M Sell
30,716
-240
-0.8% -$12.9K 0.94% 35
2017
Q3 		$1.66M Sell
30,956
-165
-0.5% -$8.63K 0.99% 33
2017
Q2 		$1.62M Sell
31,121
-110
-0.4% -$5.67K 1.07% 32
2017
Q1 		$1.61M Sell
31,231
-100
-0.3% -$5.33K 1.03% 33
2016
Q4 		$1.61M Sell
31,331
-1,230
-4% -$58.5K 1.07% 35
2016
Q3 		$1.4M Buy
32,561
+20
+0.1% +$850 0.97% 35
2016
Q2 		$1.31M Sell
32,541
-1,255
-4% -$52.2K 0.98% 37
2016
Q1 		$1.37M Buy
33,796
+485
+1% +$19.4K 0.9% 39
2015
Q4 		$1.42M Buy
33,311
+3,785
+13% +$162K 0.95% 34
2015
Q3 		$1.21M Buy
29,526
+6,855
+30% +$297K 0.92% 37
2015
Q2 		$984K Buy
22,671
+8,335
+58% +$364K 0.7% 48
2015
Q1 		$626K Buy
14,336
+8,865
+162% +$388K 0.43% 73
2014
Q4 		$246K Sell
5,471
-330
-6% -$14.2K 0.18% 113
2014
Q3 		$243K Hold
5,801
– – 0.19% 108
2014
Q2 		$251K Sell
5,801
-955
-14% -$39.9K 0.19% 111
2014
Q1 		$229K Buy
6,756
+880
+15% +$36.2K 0.21% 105
2013
Q4 		$237K Hold
5,876
– – 0.19% 113
2013
Q3 		$215K Sell
5,876
-180
-3% -$6.67K 0.19% 114
2013
Q2 		$219K Buy
+6,056
New +$208K 0.16% 111

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Triangle Securities Wealth Management's USB Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its US Bancorp (USB) stake by 6.9% in Q2 2026, selling an estimated $19.3K and leaving 4,656 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #195.

Triangle Securities Wealth Management first reported a position in USB in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.86M in Q3 2021. 397 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Triangle Securities Wealth Management held 4,656 shares of US Bancorp worth $281K as of Q2 2026.
  • Triangle Securities Wealth Management sold 344 US Bancorp shares in Q2 2026, an estimated $19.3K.
  • US Bancorp made up 0.06% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Triangle Securities Wealth Management first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
  • Triangle Securities Wealth Management's US Bancorp position peaked at $1.86M in Q3 2021.
  • 397 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.