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Advisortrust Partners’s US Bancorp USB Stock Holding History

Advisortrust Partners’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 		$653K Sell
10,818
-1,907
-15% -$107K 0.22% 80
2026
Q1 		$662K Buy
12,725
+997
+9% +$54.8K 0.28% 58
2025
Q4 		$626K Buy
+11,728
New +$577K 0.27% 56

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

Advisortrust Partners's USB Position: Q2 2026 in Review

Advisortrust Partners reduced its US Bancorp (USB) stake by 15% in Q2 2026, selling an estimated $107K and leaving 10,818 shares worth $653K. The position accounts for 0.22% of the portfolio, ranked #80.

Advisortrust Partners first reported a position in USB in Q4 2025 and has held it in 3 quarters since. The position peaked at $662K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Advisortrust Partners held 10,818 shares of US Bancorp worth $653K as of Q2 2026.
  • Advisortrust Partners sold 1,907 US Bancorp shares in Q2 2026, an estimated $107K.
  • US Bancorp made up 0.22% of Advisortrust Partners's portfolio in Q2 2026, its #80 holding.
  • Advisortrust Partners first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's US Bancorp position peaked at $662K in Q1 2026.
  • 2,048 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.