Valeo 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 | $1.21M | Buy |
20,006
+1,955
| +11% | +$110K | 0.03% | 273 |
|
|
2026
Q1 | $939K | Sell |
18,051
-9,538
| -35% | -$524K | 0.02% | 282 |
|
|
2025
Q4 | $1.47M | Buy |
27,589
+275
| +1% | +$13.5K | 0.03% | 220 |
|
|
2025
Q3 | $1.32M | Buy |
27,314
+118
| +0.4% | +$5.58K | 0.03% | 239 |
|
|
2025
Q2 | $1.23M | Sell |
27,196
-438
| -2% | -$18.4K | 0.03% | 252 |
|
|
2025
Q1 | $1.17M | Sell |
27,634
-1,124
| -4% | -$51.9K | 0.03% | 234 |
|
|
2024
Q4 | $1.38M | Buy |
28,758
+1,565
| +6% | +$77K | 0.04% | 195 |
|
|
2024
Q3 | $1.24M | Sell |
27,193
-2,456
| -8% | -$108K | 0.04% | 219 |
|
|
2024
Q2 | $1.18M | Sell |
29,649
-735
| -2% | -$30K | 0.04% | 211 |
|
|
2024
Q1 | $1.26M | Sell |
30,384
-4,911
| -14% | -$207K | 0.05% | 196 |
|
|
2023
Q4 | $1.53M | Buy |
35,295
+7,123
| +25% | +$260K | 0.06% | 168 |
|
|
2023
Q3 | $931K | Buy |
28,172
+37
| +0.1% | +$1.35K | 0.04% | 220 |
|
|
2023
Q2 | $930K | Buy |
28,135
+8,987
| +47% | +$290K | 0.04% | 215 |
|
|
2023
Q1 | $690K | Sell |
19,148
-3,498
| -15% | -$156K | 0.03% | 275 |
|
|
2022
Q4 | $988K | Buy |
22,646
+5,183
| +30% | +$222K | 0.05% | 188 |
|
|
2022
Q3 | $704K | Sell |
17,463
-1,239
| -7% | -$57.3K | 0.04% | 208 |
|
|
2022
Q2 | $861K | Sell |
18,702
-2,183
| -10% | -$109K | 0.05% | 179 |
|
|
2022
Q1 | $1.11M | Buy |
20,885
+1,667
| +9% | +$95.8K | 0.06% | 189 |
|
|
2021
Q4 | $1.08M | Buy |
19,218
+783
| +4% | +$46.3K | 0.06% | 180 |
|
|
2021
Q3 | $1.1M | Buy |
18,435
+1,936
| +12% | +$110K | 0.06% | 175 |
|
|
2021
Q2 | $940K | Buy |
16,499
+2,367
| +17% | +$139K | 0.06% | 174 |
|
|
2021
Q1 | $782K | Buy |
14,132
+6,904
| +96% | +$345K | 0.04% | 206 |
|
|
2020
Q4 | $337K | Sell |
7,228
-1,338
| -16% | -$56.6K | 0.02% | 309 |
|
|
2020
Q3 | $307K | Sell |
8,566
-1,878
| -18% | -$68.7K | 0.03% | 251 |
|
|
2020
Q2 | $385K | Buy |
10,444
+578
| +6% | +$20.6K | 0.04% | 218 |
|
|
2020
Q1 | $372K | Sell |
9,866
-3,776
| -28% | -$182K | 0.04% | 203 |
|
|
2019
Q4 | $809K | Buy |
13,642
+1,121
| +9% | +$64.8K | 0.08% | 152 |
|
|
2019
Q3 | $693K | Sell |
12,521
-384
| -3% | -$20.8K | 0.08% | 149 |
|
|
2019
Q2 | $676K | Buy |
12,905
+13
| +0.1% | +$670 | 0.08% | 154 |
|
|
2019
Q1 | $621K | Buy |
12,892
+1,812
| +16% | +$90.9K | 0.08% | 161 |
|
|
2018
Q4 | $506K | Buy |
11,080
+728
| +7% | +$37.5K | 0.07% | 167 |
|
|
2018
Q3 | $541K | Sell |
10,352
-470
| -4% | -$24.9K | 0.07% | 170 |
|
|
2018
Q2 | $567K | Buy |
10,822
+914
| +9% | +$46.4K | 0.08% | 158 |
|
|
2018
Q1 | $500K | Buy |
9,908
+3,362
| +51% | +$184K | 0.08% | 150 |
|
|
2017
Q4 | $351K | Buy |
6,546
+1,538
| +31% | +$82.8K | 0.06% | 183 |
|
|
2017
Q3 | $268K | Buy |
+5,008
| New | +$262K | 0.06% | 176 |
|
Other funds holding USB
MB
Valeo Financial Advisors's USB Position: Q2 2026 in Review
Valeo Financial Advisors increased its US Bancorp (USB) stake by 11% in Q2 2026, buying an estimated $110K and bringing the position to 20,006 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #273.
Valeo Financial Advisors first reported a position in USB in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.53M in Q4 2023. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.
- Valeo Financial Advisors held 20,006 shares of US Bancorp worth $1.21M as of Q2 2026.
- Valeo Financial Advisors bought 1,955 US Bancorp shares in Q2 2026, an estimated $110K.
- US Bancorp made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #273 holding.
- Valeo Financial Advisors first reported a position in US Bancorp in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's US Bancorp position peaked at $1.53M in Q4 2023.
- 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.