Ameliora Wealth Management’s US Bancorp USB Stock Holding History

Ameliora Wealth Management’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	$266K	Hold	4,400	–	–	0.08%	95
2026 Q1	$229K	Hold	4,400	–	–	0.07%	97
2025 Q4	$235K	Hold	4,400	–	–	0.07%	96
2025 Q3	$213K	Hold	4,400	–	–	0.07%	100
2025 Q2	$199K	Sell	4,400 -2,440	-36%	-$103K	0.07%	102
2025 Q1	$289K	Hold	6,840	–	–	0.11%	80
2024 Q4	$327K	Hold	6,840	–	–	0.12%	78
2024 Q3	$313K	Hold	6,840	–	–	0.13%	66
2024 Q2	$272K	Hold	6,840	–	–	0.12%	74
2024 Q1	$306K	Buy	6,840 +2,440	+55%	+$103K	0.14%	74
2023 Q4	$190K	Hold	4,400	–	–	0.09%	78
2023 Q3	$145K	Hold	4,400	–	–	0.09%	87
2023 Q2	$145K	Hold	4,400	–	–	0.09%	87
2023 Q1	$159K	Hold	4,400	–	–	0.09%	94
2022 Q4	$192K	Hold	4,400	–	–	0.1%	72
2022 Q3	$172K	Buy	+4,400	New	+$204K	0.09%	76

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameliora Wealth Management's USB Position: Q2 2026 in Review

Ameliora Wealth Management held its US Bancorp (USB) position steady in Q2 2026 at 4,400 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #95.

Ameliora Wealth Management first reported a position in USB in Q3 2022 and has held it in 16 quarters since. The position peaked at $327K in Q4 2024. 2,055 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Ameliora Wealth Management held 4,400 shares of US Bancorp worth $266K as of Q2 2026.
Ameliora Wealth Management left its US Bancorp share count unchanged in Q2 2026.
US Bancorp made up 0.08% of Ameliora Wealth Management's portfolio in Q2 2026, its #95 holding.
Ameliora Wealth Management first reported a position in US Bancorp in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's US Bancorp position peaked at $327K in Q4 2024.
2,055 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.