AWAU
USB icon

Alliance Wealth Advisors (Utah)’s US Bancorp USB Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$245K Sell
4,058
-531
-12% -$29.8K 0.05% 209
2026
Q1 		$239K Sell
4,589
-2,074
-31% -$114K 0.05% 216
2025
Q4 		$356K Sell
6,663
-2,478
-27% -$122K 0.08% 200
2025
Q3 		$442K Buy
9,141
+175
+2% +$8.28K 0.1% 186
2025
Q2 		$406K Buy
8,966
+307
+4% +$12.9K 0.1% 186
2025
Q1 		$366K Buy
8,659
+543
+7% +$25.1K 0.1% 192
2024
Q4 		$388K Sell
8,116
-1,193
-13% -$58.7K 0.1% 184
2024
Q3 		$426K Buy
9,309
+889
+11% +$39K 0.11% 164
2024
Q2 		$334K Sell
8,420
-903
-10% -$36.8K 0.1% 182
2024
Q1 		$417K Sell
9,323
-2,638
-22% -$111K 0.12% 162
2023
Q4 		$518K Sell
11,961
-1,714
-13% -$62.7K 0.17% 123
2023
Q3 		$452K Buy
13,675
+3,031
+28% +$110K 0.17% 133
2023
Q2 		$352K Sell
10,644
-6,683
-39% -$216K 0.13% 155
2023
Q1 		$625K Buy
17,327
+2,711
+19% +$121K 0.25% 96
2022
Q4 		$637K Buy
+14,616
New +$626K 0.29% 83

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

Alliance Wealth Advisors (Utah)'s USB Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its US Bancorp (USB) stake by 12% in Q2 2026, selling an estimated $29.8K and leaving 4,058 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #209.

Alliance Wealth Advisors (Utah) first reported a position in USB in Q4 2022 and has held it in 15 quarters since. The position peaked at $637K in Q4 2022. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 4,058 shares of US Bancorp worth $245K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 531 US Bancorp shares in Q2 2026, an estimated $29.8K.
  • US Bancorp made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #209 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in US Bancorp in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s US Bancorp position peaked at $637K in Q4 2022.
  • 2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.