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Apollon Wealth Management’s US Bancorp USB Stock Holding History

Apollon 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 		$2.26M Buy
37,377
+9,329
+33% +$523K 0.03% 461
2026
Q1 		$1.46M Sell
28,048
-3,313
-11% -$182K 0.02% 468
2025
Q4 		$1.67M Buy
31,361
+926
+3% +$45.5K 0.03% 409
2025
Q3 		$1.47M Buy
30,435
+3,140
+12% +$149K 0.03% 464
2025
Q2 		$1.24M Buy
27,295
+256
+0.9% +$10.8K 0.02% 493
2025
Q1 		$1.14M Sell
27,039
-1,868
-6% -$86.2K 0.03% 471
2024
Q4 		$1.38M Buy
28,907
+12,616
+77% +$621K 0.03% 416
2024
Q3 		$745K Sell
16,291
-796
-5% -$34.9K 0.02% 575
2024
Q2 		$678K Sell
17,087
-3,640
-18% -$148K 0.02% 579
2024
Q1 		$927K Sell
20,727
-4,894
-19% -$207K 0.03% 495
2023
Q4 		$1.11M Buy
25,621
+6,424
+33% +$235K 0.04% 419
2023
Q3 		$635K Buy
19,197
+2,655
+16% +$96.7K 0.03% 486
2023
Q2 		$547K Sell
16,542
-5,626
-25% -$182K 0.03% 568
2023
Q1 		$799K Buy
22,168
+2,401
+12% +$107K 0.05% 388
2022
Q4 		$862K Buy
19,767
+2,061
+12% +$88.2K 0.06% 347
2022
Q3 		$714K Buy
17,706
+916
+5% +$42.4K 0.06% 355
2022
Q2 		$773K Sell
16,790
-1,173
-7% -$58.6K 0.06% 324
2022
Q1 		$955K Buy
17,963
+2,341
+15% +$135K 0.07% 293
2021
Q4 		$877K Buy
+15,622
New +$924K 0.07% 312
2021
Q1 		– Sell
-36,622
Closed -$1.71M – 371
2020
Q4 		$1.71M Buy
+36,622
New +$1.55M 0.46% 51
2020
Q3 		– Sell
-442
Closed -$16K – 656
2020
Q2 		$16K Buy
+442
New +$15.8K 0.01% 420

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

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

Apollon Wealth Management increased its US Bancorp (USB) stake by 33% in Q2 2026, buying an estimated $523K and bringing the position to 37,377 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #461.

Apollon Wealth Management first reported a position in USB in Q2 2020 and has held it in 21 quarters since. 2,063 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Apollon Wealth Management held 37,377 shares of US Bancorp worth $2.26M as of Q2 2026.
  • Apollon Wealth Management bought 9,329 US Bancorp shares in Q2 2026, an estimated $523K.
  • US Bancorp made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Apollon Wealth Management first reported a position in US Bancorp in Q2 2020 and has held it in 21 quarters since.
  • 2,063 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.