AWM
USB icon

Abound Wealth Management’s US Bancorp USB Stock Holding History

Abound 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 		$24.6K Sell
407
-245
-38% -$13.7K ﹤0.01% 340
2026
Q1 		$33.9K Buy
652
+58
+10% +$3.19K 0.01% 309
2025
Q4 		$31.7K Buy
594
+10
+2% +$492 0.01% 290
2025
Q3 		$28.2K Buy
584
+23
+4% +$1.09K 0.01% 292
2025
Q2 		$25.4K Buy
561
+93
+20% +$3.91K 0.01% 289
2025
Q1 		$19.8K Sell
468
-174
-27% -$8.03K 0.01% 296
2024
Q4 		$30.7K Sell
642
-337
-34% -$16.6K 0.01% 224
2024
Q3 		$44.8K Buy
979
+686
+234% +$30.1K 0.01% 190
2024
Q2 		$11.6K Sell
293
-13
-4% -$530 ﹤0.01% 344
2024
Q1 		$13.7K Buy
306
+27
+10% +$1.14K 0.01% 318
2023
Q4 		$12.1K Buy
279
+1
+0.4% +$37 ﹤0.01% 341
2023
Q3 		$9.21K Sell
278
-6
-2% -$219 ﹤0.01% 343
2023
Q2 		$9.4K Buy
284
+34
+14% +$1.1K ﹤0.01% 348
2023
Q1 		$9.03K Buy
250
+149
+148% +$6.64K ﹤0.01% 298
2022
Q4 		$4.43K Buy
101
+4
+4% +$171 ﹤0.01% 373
2022
Q3 		$3.93K Buy
+97
New +$4.49K ﹤0.01% 393

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

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

Abound Wealth Management reduced its US Bancorp (USB) stake by 38% in Q2 2026, selling an estimated $13.7K and leaving 407 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Abound Wealth Management first reported a position in USB in Q3 2022 and has held it in 16 quarters since. The position peaked at $44.8K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Abound Wealth Management held 407 shares of US Bancorp worth $24.6K as of Q2 2026.
  • Abound Wealth Management sold 245 US Bancorp shares in Q2 2026, an estimated $13.7K.
  • US Bancorp made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Abound Wealth Management first reported a position in US Bancorp in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's US Bancorp position peaked at $44.8K in Q3 2024.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.