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Advus Financial Partners’s US Bancorp USB Stock Holding History

Advus Financial 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 		$203K Buy
+3,362
New +$188K 0.05% 259
2026
Q1 		– Sell
-4,616
Closed -$246K – 260
2025
Q4 		$246K Buy
4,616
+357
+8% +$17.6K 0.06% 210
2025
Q3 		$206K Buy
+4,259
New +$201K 0.05% 250

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

Advus Financial Partners's USB Position: Q2 2026 in Review

Advus Financial Partners opened a new position in US Bancorp (USB) in Q2 2026: 3,362 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings. This is a return to the name: Advus Financial Partners previously reported a position in USB as recently as Q4 2025.

Advus Financial Partners first reported a position in USB in Q3 2025 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Advus Financial Partners held 3,362 shares of US Bancorp worth $203K as of Q2 2026.
  • US Bancorp was a new Advus Financial Partners position in Q2 2026.
  • US Bancorp made up 0.05% of Advus Financial Partners's portfolio in Q2 2026, its #259 holding.
  • Advus Financial Partners first reported a position in US Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Advus Financial Partners's US Bancorp position peaked at $246K in Q4 2025.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Advus Financial Partners's 13F filing for Q2 2026, filed 25 Aug 2026.