United Capital Financial Advisors’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.2M | Buy |
69,476
+149
| +0.2% | +$8.35K | 0.02% | 415 |
|
|
2026
Q1 | $3.61M | Buy |
69,327
+1,153
| +2% | +$63.4K | 0.02% | 431 |
|
|
2025
Q4 | $3.64M | Sell |
68,174
-424
| -0.6% | -$20.9K | 0.02% | 403 |
|
|
2025
Q3 | $3.32M | Buy |
68,598
+752
| +1% | +$35.6K | 0.02% | 363 |
|
|
2025
Q2 | $3.07M | Buy |
67,846
+3,225
| +5% | +$136K | 0.02% | 356 |
|
|
2025
Q1 | $2.73M | Sell |
64,621
-2,604
| -4% | -$120K | 0.02% | 367 |
|
|
2024
Q4 | $3.22M | Sell |
67,225
-258
| -0.4% | -$12.7K | 0.03% | 331 |
|
|
2024
Q3 | $3.09M | Sell |
67,483
-342
| -0.5% | -$15K | 0.03% | 337 |
|
|
2024
Q2 | $2.69M | Sell |
67,825
-1,401
| -2% | -$57.1K | 0.02% | 349 |
|
|
2024
Q1 | $3.09M | Sell |
69,226
-3,960
| -5% | -$167K | 0.03% | 349 |
|
|
2023
Q4 | $3.17M | Buy |
73,186
+22,697
| +45% | +$830K | 0.03% | 347 |
|
|
2023
Q3 | $1.67M | Sell |
50,489
-5,124
| -9% | -$187K | 0.01% | 448 |
|
|
2023
Q2 | $1.84M | Sell |
55,613
-3,131
| -5% | -$101K | 0.01% | 456 |
|
|
2023
Q1 | $2.12M | Sell |
58,744
-5,442
| -8% | -$242K | 0.01% | 440 |
|
|
2022
Q4 | $2.8M | Buy |
64,186
+3,646
| +6% | +$156K | 0.02% | 422 |
|
|
2022
Q3 | $2.44M | Sell |
60,540
-15,058
| -20% | -$697K | 0.01% | 439 |
|
|
2022
Q2 | $3.48M | Buy |
75,598
+14,670
| +24% | +$732K | 0.02% | 399 |
|
|
2022
Q1 | $3.24M | Sell |
60,928
-2,764
| -4% | -$159K | 0.02% | 435 |
|
|
2021
Q4 | $3.58M | Sell |
63,692
-5,819
| -8% | -$344K | 0.02% | 433 |
|
|
2021
Q3 | $4.13M | Sell |
69,511
-872
| -1% | -$49.7K | 0.02% | 399 |
|
|
2021
Q2 | $4.01M | Buy |
70,383
+608
| +0.9% | +$35.7K | 0.02% | 409 |
|
|
2021
Q1 | $3.86M | Buy |
69,775
+621
| +0.9% | +$31K | 0.02% | 393 |
|
|
2020
Q4 | $3.22M | Sell |
69,154
-8,738
| -11% | -$370K | 0.02% | 418 |
|
|
2020
Q3 | $2.79M | Sell |
77,892
-15,702
| -17% | -$575K | 0.02% | 435 |
|
|
2020
Q2 | $3.45M | Sell |
93,594
-9,377
| -9% | -$334K | 0.03% | 422 |
|
|
2020
Q1 | $3.55M | Sell |
102,971
-38,763
| -27% | -$1.87M | 0.03% | 394 |
|
|
2019
Q4 | $8.4M | Buy |
141,734
+25,850
| +22% | +$1.49M | 0.05% | 328 |
|
|
2019
Q3 | $6.41M | Sell |
115,884
-42,375
| -27% | -$2.29M | 0.04% | 360 |
|
|
2019
Q2 | $8.29M | Buy |
158,259
+3,403
| +2% | +$175K | 0.05% | 323 |
|
|
2019
Q1 | $7.46M | Sell |
154,856
-3,804
| -2% | -$191K | 0.05% | 336 |
|
|
2018
Q4 | $7.25M | Sell |
158,660
-3,255
| -2% | -$168K | 0.06% | 312 |
|
|
2018
Q3 | $8.55M | Sell |
161,915
-3,427
| -2% | -$182K | 0.06% | 330 |
|
|
2018
Q2 | $8.27M | Sell |
165,342
-2,454
| -1% | -$125K | 0.06% | 331 |
|
|
2018
Q1 | $8.47M | Buy |
167,796
+601
| +0.4% | +$32.9K | 0.06% | 322 |
|
|
2017
Q4 | $9.02M | Buy |
167,195
+14,791
| +10% | +$796K | 0.07% | 311 |
|
|
2017
Q3 | $8.17M | Sell |
152,404
-1,801
| -1% | -$94.2K | 0.07% | 308 |
|
|
2017
Q2 | $8.01M | Buy |
154,205
+5,515
| +4% | +$284K | 0.07% | 307 |
|
|
2017
Q1 | $7.66M | Buy |
148,690
+381
| +0.3% | +$20.3K | 0.07% | 310 |
|
|
2016
Q4 | $7.62M | Buy |
148,309
+18,496
| +14% | +$880K | 0.07% | 311 |
|
|
2016
Q3 | $5.57M | Buy |
129,813
+34,125
| +36% | +$1.45M | 0.05% | 364 |
|
|
2016
Q2 | $3.83M | Buy |
95,688
+11,476
| +14% | +$478K | 0.04% | 418 |
|
|
2016
Q1 | $3.42M | Sell |
84,212
-1,747
| -2% | -$69.7K | 0.04% | 418 |
|
|
2015
Q4 | $3.67M | Sell |
85,959
-4,218
| -5% | -$180K | 0.04% | 408 |
|
|
2015
Q3 | $3.7M | Sell |
90,177
-13,220
| -13% | -$573K | 0.04% | 380 |
|
|
2015
Q2 | $4.49M | Sell |
103,397
-471
| -0.5% | -$20.6K | 0.05% | 357 |
|
|
2015
Q1 | $4.45M | Buy |
103,868
+39,173
| +61% | +$1.72M | 0.05% | 361 |
|
|
2014
Q4 | $2.91M | Buy |
64,695
+12,960
| +25% | +$558K | 0.04% | 378 |
|
|
2014
Q3 | $2.16M | Sell |
51,735
-423
| -0.8% | -$17.9K | 0.04% | 423 |
|
|
2014
Q2 | $2.26M | Buy |
52,158
+8,887
| +21% | +$371K | 0.04% | 392 |
|
|
2014
Q1 | $1.85M | Buy |
43,271
+24,799
| +134% | +$1.02M | 0.04% | 367 |
|
|
2013
Q4 | $746K | Sell |
18,472
-3,100
| -14% | -$119K | 0.03% | 374 |
|
|
2013
Q3 | $789K | Sell |
21,572
-18,941
| -47% | -$701K | 0.03% | 374 |
|
|
2013
Q2 | $1.47M | Buy |
+40,513
| New | +$1.39M | 0.04% | 352 |
|
Other funds holding USB
MB
United Capital Financial Advisors's USB Position: Q2 2026 in Review
United Capital Financial Advisors increased its US Bancorp (USB) stake by 0.21% in Q2 2026, buying an estimated $8.35K and bringing the position to 69,476 shares worth $4.2M. The position accounts for 0.02% of the portfolio, ranked #415.
United Capital Financial Advisors first reported a position in USB in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.02M in Q4 2017. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- United Capital Financial Advisors held 69,476 shares of US Bancorp worth $4.2M as of Q2 2026.
- United Capital Financial Advisors bought 149 US Bancorp shares in Q2 2026, an estimated $8.35K.
- US Bancorp made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #415 holding.
- United Capital Financial Advisors first reported a position in US Bancorp in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's US Bancorp position peaked at $9.02M in Q4 2017.
- 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.