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AA Financial Advisors’s US Bancorp USB Stock Holding History

AA Financial 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 		$424K Sell
7,012
-64
-0.9% -$3.59K 0.05% 163
2026
Q1 		$368K Buy
7,076
+877
+14% +$48.2K 0.05% 165
2025
Q4 		$331K Buy
6,199
+220
+4% +$10.8K 0.06% 163
2025
Q3 		$289K Hold
5,979
– – 0.06% 157
2025
Q2 		$271K Sell
5,979
-624
-9% -$26.2K 0.06% 163
2025
Q1 		$279K Buy
+6,603
New +$305K 0.07% 141
2024
Q3 		– Sell
-5,328
Closed -$212K – 182
2024
Q2 		$212K Sell
5,328
-700
-12% -$28.5K 0.07% 156
2024
Q1 		$269K Buy
+6,028
New +$254K 0.11% 134

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

AA Financial Advisors's USB Position: Q2 2026 in Review

AA Financial Advisors reduced its US Bancorp (USB) stake by 0.9% in Q2 2026, selling an estimated $3.59K and leaving 7,012 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #163.

AA Financial Advisors first reported a position in USB in Q1 2024 and has held it in 8 quarters since. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • AA Financial Advisors held 7,012 shares of US Bancorp worth $424K as of Q2 2026.
  • AA Financial Advisors sold 64 US Bancorp shares in Q2 2026, an estimated $3.59K.
  • US Bancorp made up 0.05% of AA Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • AA Financial Advisors first reported a position in US Bancorp in Q1 2024 and has held it in 8 quarters since.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.