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Weitzel Financial Services’s US Bancorp USB Stock Holding History

Weitzel Financial 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 		$1.42M Hold
22,909
– – 0.48% 23
2026
Q1 		$1.21M Hold
22,909
– – 0.46% 23
2025
Q4 		$1.24M Hold
22,909
– – 0.48% 23
2025
Q3 		$1.07M Sell
22,909
-70
-0.3% -$3.31K 0.43% 23
2025
Q2 		$1.02M Hold
22,979
– – 0.43% 23
2025
Q1 		$891K Hold
22,979
– – 0.43% 22
2024
Q4 		$1.11M Sell
22,979
-32,037
-58% -$1.58M 0.52% 21
2024
Q3 		$2.46M Hold
55,016
– – 1.15% 18
2024
Q2 		$2.16M Hold
55,016
– – 1.08% 18
2024
Q1 		$2.42M Hold
55,016
– – 1.22% 18
2023
Q4 		$2.42M Hold
55,016
– – 1.3% 17
2023
Q3 		$1.73M Hold
55,016
– – 1.01% 20
2023
Q2 		$1.82M Buy
55,016
+1,928
+4% +$62.3K 1.03% 19
2023
Q1 		$1.89M Buy
+53,088
New +$2.36M 1.14% 18
2022
Q2 		– Sell
-3,771
Closed -$200K – 36
2022
Q1 		$200K Hold
3,771
– – 0.13% 33
2021
Q4 		$212K Hold
3,771
– – 0.13% 30
2021
Q3 		$229K Sell
3,771
-206,349
-98% -$11.8M 0.15% 27
2021
Q2 		$3.77M Buy
210,120
+206,349
+5,472% +$12.1M 0.13% 24
2021
Q1 		$224K Buy
+3,771
New +$188K 0.16% 26

Other funds holding USB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Weitzel Financial Services's USB Position: Q2 2026 in Review

Weitzel Financial Services held its US Bancorp (USB) position steady in Q2 2026 at 22,909 shares worth $1.42M. The position accounts for 0.48% of the portfolio, ranked #23.

Weitzel Financial Services first reported a position in USB in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.77M in Q2 2021. 397 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Weitzel Financial Services held 22,909 shares of US Bancorp worth $1.42M as of Q2 2026.
  • Weitzel Financial Services left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.48% of Weitzel Financial Services's portfolio in Q2 2026, its #23 holding.
  • Weitzel Financial Services first reported a position in US Bancorp in Q1 2021 and has held it in 19 quarters since.
  • Weitzel Financial Services's US Bancorp position peaked at $3.77M in Q2 2021.
  • 397 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.