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WD Rutherford’s US Bancorp USB Stock Holding History

WD Rutherford’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 		$2.16M Sell
35,733
-6,909
-16% -$387K 0.78% 44
2026
Q1 		$2.22M Sell
42,642
-6,064
-12% -$333K 0.99% 40
2025
Q4 		$2.6M Sell
48,706
-21,694
-31% -$1.07M 1.09% 39
2025
Q3 		$3.4M Sell
70,400
-5,670
-7% -$268K 1.45% 33
2025
Q2 		$3.44M Sell
76,070
-8,144
-10% -$342K 1.58% 27
2025
Q1 		$3.25M Buy
84,214
+133
+0.2% +$6.14K 1.73% 26
2024
Q4 		$4.02M Sell
84,081
-2,694
-3% -$133K 1.91% 20
2024
Q3 		$3.97M Buy
86,775
+2,159
+3% +$94.7K 1.94% 20
2024
Q2 		$3.36M Buy
84,616
+1,056
+1% +$43.1K 1.69% 26
2024
Q1 		$3.74M Buy
83,560
+6,060
+8% +$256K 1.93% 22
2023
Q4 		$3.24M Sell
77,500
-2,390
-3% -$87.4K 1.88% 23
2023
Q3 		$2.64M Buy
79,890
+67,160
+528% +$2.45M 1.81% 29
2023
Q2 		$421K Buy
+12,730
New +$411K 0.27% 62
2023
Q1 		– Sell
-1,825
Closed -$79.6K – 122
2022
Q4 		$79.6K Hold
1,825
– – 0.06% 86
2022
Q3 		$74K Sell
1,825
-40
-2% -$1.85K 0.06% 90
2022
Q2 		$86K Hold
1,865
– – 0.07% 79
2022
Q1 		$99K Hold
1,865
– – 0.06% 93
2021
Q4 		$105K Hold
1,865
– – 0.05% 93
2021
Q3 		$111K Sell
1,865
-200
-10% -$11.4K 0.06% 92
2021
Q2 		$118K Buy
2,065
+340
+20% +$19.9K 0.07% 88
2021
Q1 		$95K Buy
1,725
+205
+13% +$10.2K 0.06% 91
2020
Q4 		$71K Buy
+1,520
New +$64.3K 0.04% 92

Other funds holding USB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

WD Rutherford's USB Position: Q2 2026 in Review

WD Rutherford reduced its US Bancorp (USB) stake by 16% in Q2 2026, selling an estimated $387K and leaving 35,733 shares worth $2.16M. The position accounts for 0.78% of the portfolio, ranked #44.

WD Rutherford first reported a position in USB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.02M in Q4 2024. 930 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • WD Rutherford held 35,733 shares of US Bancorp worth $2.16M as of Q2 2026.
  • WD Rutherford sold 6,909 US Bancorp shares in Q2 2026, an estimated $387K.
  • US Bancorp made up 0.78% of WD Rutherford's portfolio in Q2 2026, its #44 holding.
  • WD Rutherford first reported a position in US Bancorp in Q4 2020 and has held it in 22 quarters since.
  • WD Rutherford's US Bancorp position peaked at $4.02M in Q4 2024.
  • 930 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.