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Welch Group’s US Bancorp USB Stock Holding History

Welch 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 		$242K Sell
4,007
-360
-8% -$20.2K 0.01% 282
2026
Q1 		$227K Hold
4,367
– – 0.01% 279
2025
Q4 		$233K Sell
4,367
-668
-13% -$32.9K 0.01% 277
2025
Q3 		$243K Buy
+5,035
New +$238K 0.01% 263
2024
Q2 		– Sell
-4,635
Closed -$207K – 271
2024
Q1 		$207K Sell
4,635
-48
-1% -$2.02K 0.01% 215
2023
Q4 		$203K Buy
+4,683
New +$171K 0.01% 215
2023
Q2 		– Sell
-6,826
Closed -$246K – 224
2023
Q1 		$246K Hold
6,826
– – 0.01% 177
2022
Q4 		$298K Sell
6,826
-1,183
-15% -$50.6K 0.02% 161
2022
Q3 		$323K Sell
8,009
-124
-2% -$5.74K 0.02% 124
2022
Q2 		$374K Sell
8,133
-1,252
-13% -$62.5K 0.02% 124
2022
Q1 		$499K Hold
9,385
– – 0.03% 117
2021
Q4 		$527K Sell
9,385
-85
-0.9% -$5.03K 0.03% 121
2021
Q3 		$563K Buy
9,470
+249
+3% +$14.2K 0.04% 101
2021
Q2 		$525K Buy
9,221
+58
+0.6% +$3.4K 0.04% 104
2021
Q1 		$507K Sell
9,163
-10,315
-53% -$515K 0.04% 107
2020
Q4 		$907K Sell
19,478
-8,300
-30% -$351K 0.07% 74
2020
Q3 		$996K Buy
27,778
+339
+1% +$12.4K 0.09% 66
2020
Q2 		$1.01M Buy
27,439
+3,750
+16% +$134K 0.09% 59
2020
Q1 		$816K Buy
23,689
+3,864
+19% +$186K 0.09% 61
2019
Q4 		$1.18M Buy
19,825
+1,082
+6% +$62.6K 0.12% 52
2019
Q3 		$1.04M Buy
18,743
+133
+0.7% +$7.19K 0.11% 53
2019
Q2 		$975K Buy
18,610
+4,078
+28% +$210K 0.1% 53
2019
Q1 		$700K Buy
14,532
+1,239
+9% +$62.1K 0.08% 59
2018
Q4 		$607K Buy
13,293
+901
+7% +$46.4K 0.07% 60
2018
Q3 		$654 Buy
12,392
+2,228
+22% +$118K 0.07% 63
2018
Q2 		$508K Buy
10,164
+83
+0.8% +$4.21K 0.06% 67
2018
Q1 		$509K Buy
10,081
+450
+5% +$24.6K 0.06% 64
2017
Q4 		$516K Buy
9,631
+316
+3% +$17K 0.08% 63
2017
Q3 		$499K Sell
9,315
-439
-5% -$23K 0.08% 58
2017
Q2 		$506K Buy
9,754
+6,904
+242% +$356K 0.08% 70
2017
Q1 		$147K Sell
2,850
-214
-7% -$11.4K 0.03% 101
2016
Q4 		$157K Buy
3,064
+3
+0.1% +$143 0.03% 102
2016
Q3 		$131K Sell
3,061
-185
-6% -$7.86K 0.03% 117
2016
Q2 		$131K Sell
3,246
-1,854
-36% -$77.2K 0.03% 104
2016
Q1 		$207K Hold
5,100
– – 0.03% 105
2015
Q4 		$218K Buy
5,100
+52
+1% +$2.22K 0.04% 95
2015
Q3 		$207K Sell
5,048
-313
-6% -$13.6K 0.04% 94
2015
Q2 		$233K Hold
5,361
– – 0.04% 95
2015
Q1 		$234 Hold
5,361
– – 0.04% 95
2014
Q4 		$241K Buy
5,361
+64
+1% +$2.75K 0.05% 88
2014
Q3 		$222K Sell
5,297
-121
-2% -$5.11K 0.05% 89
2014
Q2 		$235K Buy
5,418
+284
+6% +$11.9K 0.05% 92
2014
Q1 		$220K Sell
5,134
-1,000
-16% -$41.1K 0.05% 87
2013
Q4 		$248K Hold
6,134
– – 0.06% 84
2013
Q3 		$224K Sell
6,134
-209
-3% -$7.74K 0.06% 86
2013
Q2 		$229K Buy
+6,343
New +$218K 0.06% 79

Other funds holding USB

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
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Welch Group's USB Position: Q2 2026 in Review

Welch Group reduced its US Bancorp (USB) stake by 8.2% in Q2 2026, selling an estimated $20.2K and leaving 4,007 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #282.

Welch Group first reported a position in USB in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.18M in Q4 2019. 825 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Welch Group held 4,007 shares of US Bancorp worth $242K as of Q2 2026.
  • Welch Group sold 360 US Bancorp shares in Q2 2026, an estimated $20.2K.
  • US Bancorp made up 0.01% of Welch Group's portfolio in Q2 2026, its #282 holding.
  • Welch Group first reported a position in US Bancorp in Q2 2013 and has held it in 46 quarters since.
  • Welch Group's US Bancorp position peaked at $1.18M in Q4 2019.
  • 825 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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