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 Q2	$1.09M	Buy	+18,000	New	+$1.01M	﹤0.01%	2009
2025 Q4	–	Sell	-17,847	Closed	-$17.2K	–	3804
2025 Q3	$17.2K	Buy	+17,847	New	+$844K	﹤0.01%	3520
2025 Q2	–	Sell	-18,000	Closed	-$66.7K	–	3493
2025 Q1	$66.7K	Hold	18,000	–	–	﹤0.01%	2824
2024 Q4	$42.2K	Hold	18,000	–	–	﹤0.01%	2881
2024 Q3	$16.3K	Buy	18,000 +14,000	+350%	+$614K	﹤0.01%	2683
2024 Q2	$2.24K	Hold	4,000	–	–	﹤0.01%	2571
2024 Q1	$2.84K	Sell	4,000 -6,000	-60%	-$253K	﹤0.01%	2447
2023 Q4	$158	Sell	10,000 -8,000	-44%	-$292K	﹤0.01%	2330
2023 Q3	$63K	Buy	+18,000	New	+$656K	﹤0.01%	2142

Other funds holding USB

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's USB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its US Bancorp (USB) stake by 0.14% in Q2 2026, buying an estimated $44K and bringing the position to 582,496 shares worth $35.4M. The position accounts for 0.06% of the portfolio, ranked #282.

Wealth Enhancement Advisory Services first reported a position in USB in Q4 2021 and has held it in 18 quarters since. The position peaked at $50.4M in Q4 2025. 663 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Wealth Enhancement Advisory Services held 582,496 shares of US Bancorp worth $35.4M as of Q2 2026.
Wealth Enhancement Advisory Services bought 786 US Bancorp shares in Q2 2026, an estimated $44K.
US Bancorp made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #282 holding.
Wealth Enhancement Advisory Services first reported a position in US Bancorp in Q4 2021 and has held it in 18 quarters since.
Wealth Enhancement Advisory Services's US Bancorp position peaked at $50.4M in Q4 2025.
663 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.