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Wealth Alliance Advisory Group’s US Bancorp USB Stock Holding History

Wealth Alliance 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
Q2 		$385K Hold
6,382
– – 0.06% 135
2026
Q1 		$332K Buy
6,382
+5
+0.1% +$275 0.05% 152
2025
Q4 		$340K Buy
6,377
+5
+0.1% +$246 0.06% 147
2025
Q3 		$308K Hold
6,372
– – 0.06% 148
2025
Q2 		$288K Sell
6,372
-11,600
-65% -$488K 0.05% 149
2025
Q1 		$759K Sell
17,972
-2,143
-11% -$98.9K 0.16% 87
2024
Q4 		$962K Buy
20,115
+3
+0% +$148 0.2% 75
2024
Q3 		$920K Buy
20,112
+11,205
+126% +$491K 0.19% 81
2024
Q2 		$354K Hold
8,907
– – 0.08% 135
2024
Q1 		$398K Hold
8,907
– – 0.09% 127
2023
Q4 		$385K Hold
8,907
– – 0.1% 124
2023
Q3 		$294K Buy
8,907
+244
+3% +$8.89K 0.09% 132
2023
Q2 		$286K Buy
8,663
+2,249
+35% +$72.7K 0.1% 132
2023
Q1 		$231K Buy
6,414
+500
+8% +$22.3K 0.09% 137
2022
Q4 		$258K Buy
5,914
+36
+0.6% +$1.54K 0.1% 128
2022
Q3 		$237K Buy
5,878
+58
+1% +$2.68K 0.1% 123
2022
Q2 		$268K Hold
5,820
– – 0.13% 110
2022
Q1 		$309K Sell
5,820
-32
-0.5% -$1.84K 0.13% 113
2021
Q4 		$329K Sell
5,852
-382
-6% -$22.6K 0.14% 108
2021
Q3 		$371K Buy
6,234
+60
+1% +$3.42K 0.18% 90
2021
Q2 		$352K Hold
6,174
– – 0.17% 101
2021
Q1 		$341K Sell
6,174
-98
-2% -$4.89K 0.17% 94
2020
Q4 		$292K Hold
6,272
– – 0.16% 106
2020
Q3 		$225K Sell
6,272
-61
-1% -$2.23K 0.13% 113
2020
Q2 		$233K Hold
6,333
– – 0.14% 99
2020
Q1 		$218K Hold
6,333
– – 0.17% 98
2019
Q4 		$375K Hold
6,333
– – 0.21% 73
2019
Q3 		$339K Hold
6,333
– – 0.21% 73
2019
Q2 		$336K Hold
6,333
– – 0.21% 75
2019
Q1 		$333K Sell
6,333
-3,146
-33% -$158K 0.21% 78
2018
Q4 		$433K Hold
9,479
– – 0.32% 55
2018
Q3 		$501K Hold
9,479
– – 0.26% 68
2018
Q2 		$474K Buy
+9,479
New +$481K 0.26% 67

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

Wealth Alliance Advisory Group's USB Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its US Bancorp (USB) position steady in Q2 2026 at 6,382 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #135.

Wealth Alliance Advisory Group first reported a position in USB in Q2 2018 and has held it in 33 quarters since. The position peaked at $962K in Q4 2024. 913 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Wealth Alliance Advisory Group held 6,382 shares of US Bancorp worth $385K as of Q2 2026.
  • Wealth Alliance Advisory Group left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.06% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #135 holding.
  • Wealth Alliance Advisory Group first reported a position in US Bancorp in Q2 2018 and has held it in 33 quarters since.
  • Wealth Alliance Advisory Group's US Bancorp position peaked at $962K in Q4 2024.
  • 913 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.