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Angeles Wealth Management’s US Bancorp USB Stock Holding History

Angeles 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 		$489K Sell
8,035
-2,772
-26% -$155K 0.02% 275
2026
Q1 		$568K Buy
10,807
+369
+4% +$20.3K 0.03% 213
2025
Q4 		$562K Buy
10,438
+140
+1% +$6.89K 0.03% 189
2025
Q3 		$498K Buy
10,298
+151
+1% +$7.14K 0.03% 186
2025
Q2 		$459K Buy
+10,147
New +$427K 0.03% 192
2025
Q1 		– Sell
-4,647
Closed -$222K – 388
2024
Q4 		$222K Buy
4,647
+97
+2% +$4.77K 0.02% 271
2024
Q3 		$208K Buy
+4,550
New +$200K 0.02% 255

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

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

Angeles Wealth Management reduced its US Bancorp (USB) stake by 26% in Q2 2026, selling an estimated $155K and leaving 8,035 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #275.

Angeles Wealth Management first reported a position in USB in Q3 2024 and has held it in 7 quarters since. The position peaked at $568K in Q1 2026. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Angeles Wealth Management held 8,035 shares of US Bancorp worth $489K as of Q2 2026.
  • Angeles Wealth Management sold 2,772 US Bancorp shares in Q2 2026, an estimated $155K.
  • US Bancorp made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Angeles Wealth Management first reported a position in US Bancorp in Q3 2024 and has held it in 7 quarters since.
  • Angeles Wealth Management's US Bancorp position peaked at $568K in Q1 2026.
  • 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.