VIPI
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Vista Investment Partners II’s US Bancorp USB Stock Holding History

Vista Investment Partners II’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 		$4.32M Sell
71,465
-699
-1% -$39.2K 1.69% 13
2026
Q1 		$3.75M Sell
72,164
-107
-0.1% -$5.88K 1.68% 14
2025
Q4 		$3.86M Sell
72,271
-455
-0.6% -$22.4K 1.66% 13
2025
Q3 		$3.51M Buy
72,726
+32
+0% +$1.51K 1.64% 15
2025
Q2 		$3.29M Sell
72,694
-99
-0.1% -$4.16K 1.59% 15
2025
Q1 		$3.07M Sell
72,793
-228
-0.3% -$10.5K 1.7% 14
2024
Q4 		$3.49M Buy
+73,021
New +$3.59M 2.06% 10

Other funds holding USB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Vista Investment Partners II's USB Position: Q2 2026 in Review

Vista Investment Partners II reduced its US Bancorp (USB) stake by 0.97% in Q2 2026, selling an estimated $39.2K and leaving 71,465 shares worth $4.32M. The position accounts for 1.69% of the portfolio, ranked #13.

Vista Investment Partners II first reported a position in USB in Q4 2024 and has held it in 7 quarters since. 675 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Vista Investment Partners II held 71,465 shares of US Bancorp worth $4.32M as of Q2 2026.
  • Vista Investment Partners II sold 699 US Bancorp shares in Q2 2026, an estimated $39.2K.
  • US Bancorp made up 1.69% of Vista Investment Partners II's portfolio in Q2 2026, its #13 holding.
  • Vista Investment Partners II first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 675 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.