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James T. Borello RIA’s US Bancorp USB Stock Holding History

James T. Borello RIA’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 		$38.1K Sell
660
-15
-2% -$936 0.01% 285
2026
Q2 		$40.8K Sell
675
-55
-8% -$3.08K 0.01% 269
2026
Q1 		$38K Buy
730
+273
+60% +$15K 0.01% 254
2025
Q4 		$24.4K Buy
457
+103
+29% +$5.07K 0.01% 253
2025
Q3 		$17.1K Buy
+354
New +$16.7K ﹤0.01% 247

Other funds holding USB

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's USB Position: Q3 2026 in Review

James T. Borello RIA reduced its US Bancorp (USB) stake by 2.2% in Q3 2026, selling an estimated $936 and leaving 660 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #285.

James T. Borello RIA first reported a position in USB in Q3 2025 and has held it in 5 quarters since. The position peaked at $40.8K in Q2 2026. 327 funds tracked by Wall St. Rank hold USB as of Q3 2026.

  • James T. Borello RIA held 660 shares of US Bancorp worth $38.1K as of Q3 2026.
  • James T. Borello RIA sold 15 US Bancorp shares in Q3 2026, an estimated $936.
  • US Bancorp made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #285 holding.
  • James T. Borello RIA first reported a position in US Bancorp in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's US Bancorp position peaked at $40.8K in Q2 2026.
  • 327 funds tracked by Wall St. Rank held US Bancorp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.