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Aprio Wealth Management’s US Bancorp USB Stock Holding History

Aprio 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 		$599K Buy
9,913
+410
+4% +$23K 0.03% 340
2026
Q1 		$494K Buy
9,503
+2,772
+41% +$152K 0.03% 355
2025
Q4 		$373K Buy
6,731
+1,932
+40% +$95K 0.02% 378
2025
Q3 		$232K Buy
+4,799
New +$227K 0.02% 388
2025
Q2 		– Sell
-5,642
Closed -$238K – 436
2025
Q1 		$238K Sell
5,642
-725
-11% -$33.5K 0.03% 316
2024
Q4 		$305K Sell
6,367
-249
-4% -$12.2K 0.04% 209
2024
Q3 		$303K Buy
+6,616
New +$290K 0.05% 195

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

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

Aprio Wealth Management increased its US Bancorp (USB) stake by 4.3% in Q2 2026, buying an estimated $23K and bringing the position to 9,913 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #340.

Aprio Wealth Management first reported a position in USB in Q3 2024 and has held it in 7 quarters since. 2,067 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Aprio Wealth Management held 9,913 shares of US Bancorp worth $599K as of Q2 2026.
  • Aprio Wealth Management bought 410 US Bancorp shares in Q2 2026, an estimated $23K.
  • US Bancorp made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Aprio Wealth Management first reported a position in US Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 2,067 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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