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Align Financial’s US Bancorp USB Stock Holding History

Align Financial’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 		$34.2K Hold
567
– – 0.02% 189
2026
Q1 		$29.5K Sell
567
-29,688
-98% -$1.63M 0.02% 193
2025
Q4 		$30.3M Buy
+30,255
New +$1.49M 0.02% 199

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

Align Financial's USB Position: Q2 2026 in Review

Align Financial held its US Bancorp (USB) position steady in Q2 2026 at 567 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #189.

Align Financial first reported a position in USB in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.3M in Q4 2025. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Align Financial held 567 shares of US Bancorp worth $34.2K as of Q2 2026.
  • Align Financial left its US Bancorp share count unchanged in Q2 2026.
  • US Bancorp made up 0.02% of Align Financial's portfolio in Q2 2026, its #189 holding.
  • Align Financial first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's US Bancorp position peaked at $30.3M in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.