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 Q2	$467K	Buy	7,732 +493	+7%	+$27.6K	0.02%	273
2026 Q1	$377K	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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's USB Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its US Bancorp (USB) stake by 6.8% in Q2 2026, buying an estimated $27.6K and bringing the position to 7,732 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #273.

Turtle Creek Wealth Advisors first reported a position in USB in Q4 2023 and has held it in 5 quarters since. 1,031 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Turtle Creek Wealth Advisors held 7,732 shares of US Bancorp worth $467K as of Q2 2026.
Turtle Creek Wealth Advisors bought 493 US Bancorp shares in Q2 2026, an estimated $27.6K.
US Bancorp made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #273 holding.
Turtle Creek Wealth Advisors first reported a position in US Bancorp in Q4 2023 and has held it in 5 quarters since.
1,031 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.