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Wedmont Private Capital’s US Bancorp USB Stock Holding History

Wedmont Private Capital’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 		$143K Buy
+2,500
New +$156K ﹤0.01% 986

Other funds holding USB

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wedmont Private Capital's USB Position: Q3 2026 in Review

Wedmont Private Capital increased its US Bancorp (USB) stake by 19% in Q3 2026, buying an estimated $335K and bringing the position to 33,085 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #221.

Wedmont Private Capital first reported a position in USB in Q4 2022 and has held it in 14 quarters since. 106 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • Wedmont Private Capital held 33,085 shares of US Bancorp worth $1.89M as of Q3 2026.
  • Wedmont Private Capital bought 5,367 US Bancorp shares in Q3 2026, an estimated $335K.
  • US Bancorp made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #221 holding.
  • Wedmont Private Capital first reported a position in US Bancorp in Q4 2022 and has held it in 14 quarters since.
  • 106 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.