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AGH Wealth Advisors’s US Bancorp USB Stock Holding History

AGH 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 		$262K Sell
4,342
-1,042
-19% -$58.4K 0.17% 109
2026
Q1 		$280K Buy
5,384
+787
+17% +$43.2K 0.21% 96
2025
Q4 		$245K Sell
4,597
-643
-12% -$31.6K 0.18% 100
2025
Q3 		$253K Sell
5,240
-1,044
-17% -$49.4K 0.19% 100
2025
Q2 		$284K Sell
6,284
-4,693
-43% -$197K 0.23% 85
2025
Q1 		$463K Buy
10,977
+61
+0.6% +$2.81K 0.45% 51
2024
Q4 		$522K Buy
+10,916
New +$537K 0.48% 46

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

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

AGH Wealth Advisors reduced its US Bancorp (USB) stake by 19% in Q2 2026, selling an estimated $58.4K and leaving 4,342 shares worth $262K. The position accounts for 0.17% of the portfolio, ranked #109.

AGH Wealth Advisors first reported a position in USB in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q4 2024. 2,062 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • AGH Wealth Advisors held 4,342 shares of US Bancorp worth $262K as of Q2 2026.
  • AGH Wealth Advisors sold 1,042 US Bancorp shares in Q2 2026, an estimated $58.4K.
  • US Bancorp made up 0.17% of AGH Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • AGH Wealth Advisors first reported a position in US Bancorp in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's US Bancorp position peaked at $522K in Q4 2024.
  • 2,062 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.