Turtle Creek Wealth Advisors’s US Bancorp USB Stock Holding History

Turtle Creek Wealth Advisors’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	$428K	Sell	7,412 -320	-4%	-$20K	0.02%	292
2026 Q2	$467K	Buy	7,732 +493	+7%	+$27.6K	0.02%	273
2026 Q1	$376K	Buy	7,239 +1,610	+29%	+$88.5K	0.03%	276
2025 Q4	$300K	Sell	5,629 -2,431	-30%	-$120K	0.02%	300
2025 Q3	$390K	Buy	+8,060	New	+$381K	0.03%	241
2024 Q1	–	Sell	-3,291	Closed	-$142K	–	782
2023 Q4	$142K	Buy	+3,291	New	+$120K	0.04%	165

Other funds holding USB

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Turtle Creek Wealth Advisors's USB Position: Q3 2026 in Review

Turtle Creek Wealth Advisors reduced its US Bancorp (USB) stake by 4.1% in Q3 2026, selling an estimated $20K and leaving 7,412 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #292.

Turtle Creek Wealth Advisors first reported a position in USB in Q4 2023 and has held it in 6 quarters since. The position peaked at $467K in Q2 2026. 976 funds tracked by Wall St. Rank hold USB as of Q3 2026.

Turtle Creek Wealth Advisors held 7,412 shares of US Bancorp worth $428K as of Q3 2026.
Turtle Creek Wealth Advisors sold 320 US Bancorp shares in Q3 2026, an estimated $20K.
US Bancorp made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #292 holding.
Turtle Creek Wealth Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's US Bancorp position peaked at $467K in Q2 2026.
976 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.