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Advisor OS’s US Bancorp USB Stock Holding History

Advisor OS’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 		$787K Buy
13,033
+662
+5% +$37.1K 0.05% 237
2026
Q1 		$643K Sell
12,371
-218
-2% -$12K 0.05% 256
2025
Q4 		$672K Buy
12,589
+6,055
+93% +$298K 0.05% 232
2025
Q3 		$316K Sell
6,534
-483
-7% -$22.8K 0.03% 356
2025
Q2 		$318K Buy
7,017
+357
+5% +$15K 0.03% 346
2025
Q1 		$281K Buy
6,660
+275
+4% +$12.7K 0.03% 340
2024
Q4 		$305K Buy
6,385
+332
+5% +$16.3K 0.04% 318
2024
Q3 		$277K Buy
6,053
+533
+10% +$23.4K 0.03% 336
2024
Q2 		$219K Buy
5,520
+132
+2% +$5.38K 0.02% 355
2024
Q1 		$241K Buy
+5,388
New +$227K 0.03% 345

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

Advisor OS's USB Position: Q2 2026 in Review

Advisor OS increased its US Bancorp (USB) stake by 5.4% in Q2 2026, buying an estimated $37.1K and bringing the position to 13,033 shares worth $787K. The position accounts for 0.05% of the portfolio, ranked #237.

Advisor OS first reported a position in USB in Q1 2024 and has held it in 10 quarters since. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Advisor OS held 13,033 shares of US Bancorp worth $787K as of Q2 2026.
  • Advisor OS bought 662 US Bancorp shares in Q2 2026, an estimated $37.1K.
  • US Bancorp made up 0.05% of Advisor OS's portfolio in Q2 2026, its #237 holding.
  • Advisor OS first reported a position in US Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.