Ulland Investment Advisors’s US Bancorp USB Stock Holding History

Ulland Investment 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	$82K	Hold	1,355	–	–	0.06%	109
2026 Q1	$70K	Hold	1,355	–	–	0.06%	105
2025 Q4	$72K	Hold	1,355	–	–	0.06%	105
2025 Q3	$65K	Buy	1,355 +113	+9%	+$5.34K	0.05%	109
2025 Q2	$56K	Hold	1,242	–	–	0.04%	107
2025 Q1	$52K	Hold	1,242	–	–	0.04%	108
2024 Q4	$59K	Hold	1,242	–	–	0.04%	108
2024 Q3	$57K	Hold	1,242	–	–	0.04%	103
2024 Q2	$49K	Hold	1,242	–	–	0.03%	112
2024 Q1	$56K	Hold	1,242	–	–	0.04%	107
2023 Q4	$54K	Hold	1,242	–	–	0.05%	102
2023 Q3	$41K	Hold	1,242	–	–	0.05%	109
2023 Q2	$41K	Sell	1,242 -450	-27%	-$14.5K	0.04%	109
2023 Q1	$61K	Hold	1,692	–	–	0.07%	86
2022 Q4	$74K	Hold	1,692	–	–	0.09%	78
2022 Q3	$68K	Hold	1,692	–	–	0.07%	78
2022 Q2	$78K	Hold	1,692	–	–	0.08%	78
2022 Q1	$90K	Hold	1,692	–	–	0.07%	80
2021 Q4	$95K	Buy	+1,692	New	+$100K	0.06%	83

Other funds holding USB

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return

Ulland Investment Advisors's USB Position: Q2 2026 in Review

Ulland Investment Advisors held its US Bancorp (USB) position steady in Q2 2026 at 1,355 shares worth $82K. The position accounts for 0.06% of the portfolio, ranked #109.

Ulland Investment Advisors first reported a position in USB in Q4 2021 and has held it in 19 quarters since. The position peaked at $95K in Q4 2021. 1,191 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Ulland Investment Advisors held 1,355 shares of US Bancorp worth $82K as of Q2 2026.
Ulland Investment Advisors left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.06% of Ulland Investment Advisors's portfolio in Q2 2026, its #109 holding.
Ulland Investment Advisors first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's US Bancorp position peaked at $95K in Q4 2021.
1,191 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.