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Aberdeen Wealth Management’s US Bancorp USB Stock Holding History

Aberdeen Wealth Management’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 		$231K Sell
3,832
-1,692
-31% -$94.8K 0.11% 114
2026
Q1 		$287K Buy
5,524
+5
+0.1% +$275 0.13% 128
2025
Q4 		$294K Buy
5,519
+6
+0.1% +$295 0.14% 123
2025
Q3 		$266K Buy
5,513
+5
+0.1% +$236 0.17% 128
2025
Q2 		$249K Sell
5,508
-192
-3% -$8.07K 0.17% 127
2025
Q1 		$241K Sell
5,700
-359
-6% -$16.6K 0.17% 127
2024
Q4 		$290K Buy
6,059
+373
+7% +$18.3K 0.2% 116
2024
Q3 		$260K Buy
5,686
+7
+0.1% +$307 0.17% 135
2024
Q2 		$225K Sell
5,679
-32
-0.6% -$1.3K 0.15% 139
2024
Q1 		$255K Sell
5,711
-35
-0.6% -$1.48K 0.15% 134
2023
Q4 		$249K Buy
+5,746
New +$210K 0.18% 129
2023
Q2 		– Sell
-5,922
Closed -$214K – 164
2023
Q1 		$214K Sell
5,922
-2,994
-34% -$133K 0.16% 137
2022
Q4 		$389K Buy
8,916
+2,946
+49% +$126K 0.29% 99
2022
Q3 		$241K Buy
5,970
+6
+0.1% +$278 0.21% 122
2022
Q2 		$274K Buy
5,964
+5
+0.1% +$250 0.22% 118
2022
Q1 		$317K Buy
5,959
+5
+0.1% +$287 0.22% 118
2021
Q4 		$334K Buy
5,954
+4
+0.1% +$237 0.22% 110
2021
Q3 		$354K Sell
5,950
-345
-5% -$19.6K 0.34% 97
2021
Q2 		$359K Buy
6,295
+4
+0.1% +$235 0.33% 95
2021
Q1 		$348K Sell
6,291
-57
-0.9% -$2.85K 0.28% 105
2020
Q4 		$296K Buy
6,348
+68
+1% +$2.88K 0.22% 113
2020
Q3 		$225K Sell
6,280
-841
-12% -$30.8K 0.21% 116
2020
Q2 		$262K Buy
7,121
+438
+7% +$15.6K 0.28% 104
2020
Q1 		$230K Buy
6,683
+4
+0.1% +$193 0.28% 102
2019
Q4 		$396K Buy
+6,679
New +$386K 0.3% 88

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

Aberdeen Wealth Management's USB Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its US Bancorp (USB) stake by 31% in Q2 2026, selling an estimated $94.8K and leaving 3,832 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #114.

Aberdeen Wealth Management first reported a position in USB in Q4 2019 and has held it in 25 quarters since. The position peaked at $396K in Q4 2019. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Aberdeen Wealth Management held 3,832 shares of US Bancorp worth $231K as of Q2 2026.
  • Aberdeen Wealth Management sold 1,692 US Bancorp shares in Q2 2026, an estimated $94.8K.
  • US Bancorp made up 0.11% of Aberdeen Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Aberdeen Wealth Management first reported a position in US Bancorp in Q4 2019 and has held it in 25 quarters since.
  • Aberdeen Wealth Management's US Bancorp position peaked at $396K in Q4 2019.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.