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Accel Wealth Management’s US Bancorp USB Stock Holding History

Accel 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 		$426K Buy
7,059
+22
+0.3% +$1.23K 0.1% 176
2026
Q1 		$366K Buy
7,037
+1
+0% +$55 0.1% 193
2025
Q4 		$375K Buy
7,036
+20
+0.3% +$984 0.1% 183
2025
Q3 		$339K Buy
7,016
+19
+0.3% +$899 0.1% 190
2025
Q2 		$317K Buy
6,997
+44
+0.6% +$1.85K 0.11% 191
2025
Q1 		$294K Buy
6,953
+40
+0.6% +$1.85K 0.11% 190
2024
Q4 		$331K Sell
6,913
-103,101
-94% -$5.07M 0.13% 172
2024
Q3 		$5.03M Sell
110,014
-1,105
-1% -$48.5K 1.87% 11
2024
Q2 		$4.41M Buy
111,119
+925
+0.8% +$37.7K 1.77% 13
2024
Q1 		$4.93M Buy
110,194
+1,300
+1% +$54.9K 2.09% 10
2023
Q4 		$4.71M Sell
108,894
-1,155
-1% -$42.2K 2.37% 6
2023
Q3 		$3.64M Buy
110,049
+29
+0% +$1.06K 2.03% 9
2023
Q2 		$3.64M Buy
110,020
+103,612
+1,617% +$3.35M 2% 8
2023
Q1 		$231K Buy
6,408
+570
+10% +$25.4K 0.09% 195
2022
Q4 		$255K Sell
5,838
-423
-7% -$18.1K 0.12% 136
2022
Q3 		$267K Hold
6,261
– – 0.14% 134
2022
Q2 		$292K Buy
6,261
+1,064
+20% +$53.1K 0.17% 112
2022
Q1 		$275K Buy
5,197
+3
+0.1% +$172 0.14% 123
2021
Q4 		$292K Buy
5,194
+3,300
+174% +$195K 0.14% 122
2021
Q3 		$113K Buy
1,894
+2
+0.1% +$114 0.07% 204
2021
Q2 		$108K Buy
1,892
+4
+0.2% +$235 0.07% 226
2021
Q1 		$104K Buy
1,888
+3
+0.2% +$150 0.08% 211
2020
Q4 		$88K Buy
+1,885
New +$79.8K 0.08% 215

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

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

Accel Wealth Management increased its US Bancorp (USB) stake by 0.31% in Q2 2026, buying an estimated $1.23K and bringing the position to 7,059 shares worth $426K. The position accounts for 0.1% of the portfolio, ranked #176.

Accel Wealth Management first reported a position in USB in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.03M in Q3 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Accel Wealth Management held 7,059 shares of US Bancorp worth $426K as of Q2 2026.
  • Accel Wealth Management bought 22 US Bancorp shares in Q2 2026, an estimated $1.23K.
  • US Bancorp made up 0.1% of Accel Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Accel Wealth Management first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's US Bancorp position peaked at $5.03M in Q3 2024.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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