1620 Investment Advisors’s US Bancorp USB Stock Holding History

1620 Investment Advisors’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	$14.9K	Sell	246 -24	-9%	-$1.34K	0.01%	447
2026 Q1	$14.1K	Sell	270 -150	-36%	-$8.24K	0.01%	426
2025 Q4	$22.4K	Sell	420 -1	-0.2%	-$49	0.02%	385
2025 Q3	$20.3K	Buy	421 +1	+0.2%	+$47	0.01%	385
2025 Q2	$19K	Sell	420 -1	-0.2%	-$42	0.01%	403
2025 Q1	$17.8K	Hold	421	–	–	0.01%	395
2024 Q4	$20.1K	Sell	421 -350	-45%	-$17.2K	0.02%	385
2024 Q3	$35.2K	Buy	771 +25	+3%	+$1.1K	0.03%	342
2024 Q2	$29.6K	Buy	+746	New	+$30.4K	0.02%	352

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1620 Investment Advisors's USB Position: Q2 2026 in Review

1620 Investment Advisors reduced its US Bancorp (USB) stake by 8.9% in Q2 2026, selling an estimated $1.34K and leaving 246 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #447.

1620 Investment Advisors first reported a position in USB in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.2K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

1620 Investment Advisors held 246 shares of US Bancorp worth $14.9K as of Q2 2026.
1620 Investment Advisors sold 24 US Bancorp shares in Q2 2026, an estimated $1.34K.
US Bancorp made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #447 holding.
1620 Investment Advisors first reported a position in US Bancorp in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's US Bancorp position peaked at $35.2K in Q3 2024.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.