Wealth Enhancement Advisory Services
USB icon

Wealth Enhancement Advisory Services’s US Bancorp USB Stock Holding History

Wealth Enhancement Advisory Services’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 		$35.7M Buy
644,414
+61,918
+11% +$3.87M 0.05% 316
2026
Q2 		$35.4M Buy
582,496
+786
+0.1% +$44K 0.06% 282
2026
Q1 		$30.2M Sell
581,710
-317,687
-35% -$17.5M 0.06% 283
2025
Q4 		$50.4M Buy
899,397
+75,350
+9% +$3.71M 0.07% 251
2025
Q3 		$39.1M Buy
824,047
+14,748
+2% +$698K 0.06% 286
2025
Q2 		$38.8M Sell
809,299
-43,168
-5% -$1.82M 0.06% 271
2025
Q1 		$36M Sell
852,467
-171,135
-17% -$7.9M 0.07% 263
2024
Q4 		$49M Buy
1,023,602
+190,441
+23% +$9.37M 0.09% 208
2024
Q3 		$38.1M Sell
833,161
-5,509
-0.7% -$242K 0.08% 230
2024
Q2 		$33.3M Sell
838,670
-27,412
-3% -$1.12M 0.08% 240
2024
Q1 		$38.7M Buy
866,082
+272,028
+46% +$11.5M 0.1% 206
2023
Q4 		$25.7M Sell
594,054
-30,996
-5% -$1.13M 0.07% 250
2023
Q3 		$20.7M Buy
625,050
+510,903
+448% +$18.6M 0.07% 276
2023
Q2 		$3.77M Buy
114,147
+61,755
+118% +$2M 0.04% 148
2023
Q1 		$1.89M Buy
+52,392
New +$2.33M 0.02% 233
2022
Q4 		– Sell
-34,269
Closed -$1.38M – 369
2022
Q3 		$1.38M Sell
34,269
-54,567
-61% -$2.52M 0.02% 204
2022
Q2 		$4.13M Buy
88,836
+46,128
+108% +$2.3M 0.06% 147
2022
Q1 		$2.25M Buy
42,708
+2,324
+6% +$134K 0.03% 185
2021
Q4 		$2.35M Buy
+40,384
New +$2.39M 0.03% 163

Other funds holding USB

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's USB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its US Bancorp (USB) stake by 11% in Q3 2026, buying an estimated $3.87M and bringing the position to 644,414 shares worth $35.7M. The position accounts for 0.05% of the portfolio, ranked #316.

Wealth Enhancement Advisory Services first reported a position in USB in Q4 2021 and has held it in 19 quarters since. The position peaked at $50.4M in Q4 2025. 616 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 644,414 shares of US Bancorp worth $35.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 61,918 US Bancorp shares in Q3 2026, an estimated $3.87M.
  • US Bancorp made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #316 holding.
  • Wealth Enhancement Advisory Services first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's US Bancorp position peaked at $50.4M in Q4 2025.
  • 616 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.