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55 North Private Wealth’s US Bancorp USB Stock Holding History

55 North Private Wealth’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 		$343K Buy
+5,679
New +$318K 0.07% 150
2026
Q1 		– Sell
-3,885
Closed -$207K – 227
2025
Q4 		$207K Buy
+3,885
New +$191K 0.05% 188

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

55 North Private Wealth's USB Position: Q2 2026 in Review

55 North Private Wealth opened a new position in US Bancorp (USB) in Q2 2026: 5,679 shares worth $343K. The stake represents 0.07% of the portfolio and ranks #150 among its holdings. This is a return to the name: 55 North Private Wealth previously reported a position in USB as recently as Q4 2025.

55 North Private Wealth first reported a position in USB in Q4 2025 and has held it in 2 quarters since. 2,048 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • 55 North Private Wealth held 5,679 shares of US Bancorp worth $343K as of Q2 2026.
  • US Bancorp was a new 55 North Private Wealth position in Q2 2026.
  • US Bancorp made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #150 holding.
  • 55 North Private Wealth first reported a position in US Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 2,048 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.