VisionPoint Advisory Group’s US Bancorp USB Stock Holding History

VisionPoint Advisory Group’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	$262K	Buy	4,531 +5	+0.1%	+$312	0.04%	376
2026 Q2	$273K	Sell	4,526 -60	-1%	-$3.36K	0.04%	383
2026 Q1	$239K	Buy	4,586 +212	+5%	+$11.6K	0.04%	387
2025 Q4	$233K	Sell	4,374 -234	-5%	-$11.5K	0.05%	355
2025 Q3	$223K	Buy	4,608 +68	+1%	+$3.22K	0.04%	366
2025 Q2	$205K	Buy	+4,540	New	+$191K	0.04%	345
2024 Q3	–	Sell	-608	Closed	-$24.1K	–	754
2024 Q2	$24.1K	Hold	608	–	–	0.01%	364
2024 Q1	$27.2K	Hold	608	–	–	0.01%	349
2023 Q4	$26.3K	Sell	608 -23	-4%	-$841	0.01%	326
2023 Q3	$20.9K	Sell	631 -62	-9%	-$2.26K	0.01%	373
2023 Q2	$22.9K	Buy	+693	New	+$22.4K	0.01%	273
2020 Q1	–	Sell	-4,269	Closed	-$253K	–	149
2019 Q4	$253K	Sell	4,269 -2,472	-37%	-$143K	0.11%	102
2019 Q3	$365K	Sell	6,741 -7	-0.1%	-$378	0.1%	83
2019 Q2	$354K	Sell	6,748 -686	-9%	-$35.3K	0.1%	83
2019 Q1	$358K	Sell	7,434 -261	-3%	-$13.1K	0.1%	85
2018 Q4	$352K	Buy	+7,695	New	+$396K	0.11%	74

Other funds holding USB

CIM

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

DLA

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

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

VisionPoint Advisory Group's USB Position: Q3 2026 in Review

VisionPoint Advisory Group increased its US Bancorp (USB) stake by 0.11% in Q3 2026, buying an estimated $312 and bringing the position to 4,531 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #376.

VisionPoint Advisory Group first reported a position in USB in Q4 2018 and has held it in 16 quarters since. The position peaked at $365K in Q3 2019. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

VisionPoint Advisory Group held 4,531 shares of US Bancorp worth $262K as of Q3 2026.
VisionPoint Advisory Group bought 5 US Bancorp shares in Q3 2026, an estimated $312.
US Bancorp made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #376 holding.
VisionPoint Advisory Group first reported a position in US Bancorp in Q4 2018 and has held it in 16 quarters since.
VisionPoint Advisory Group's US Bancorp position peaked at $365K in Q3 2019.
106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.