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Acumen Wealth Advisors’s US Bancorp USB Stock Holding History

Acumen Wealth 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 		$3.93M Sell
64,487
-29,085
-31% -$1.63M 0.83% 31
2026
Q1 		$4.92M Sell
93,572
-10,551
-10% -$580K 1.32% 19
2025
Q4 		$5.61M Buy
+104,123
New +$5.12M 1.62% 18

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

Acumen Wealth Advisors's USB Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its US Bancorp (USB) stake by 31% in Q2 2026, selling an estimated $1.63M and leaving 64,487 shares worth $3.93M. The position accounts for 0.83% of the portfolio, ranked #31.

Acumen Wealth Advisors first reported a position in USB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.61M in Q4 2025. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Acumen Wealth Advisors held 64,487 shares of US Bancorp worth $3.93M as of Q2 2026.
  • Acumen Wealth Advisors sold 29,085 US Bancorp shares in Q2 2026, an estimated $1.63M.
  • US Bancorp made up 0.83% of Acumen Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Acumen Wealth Advisors first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's US Bancorp position peaked at $5.61M in Q4 2025.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.