AWA
USB icon

Arkadios Wealth Advisors’s US Bancorp USB Stock Holding History

Arkadios Wealth Advisors’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 		$4.07M Sell
67,342
-14,653
-18% -$821K 0.06% 316
2026
Q1 		$4.26M Sell
81,995
-2,629
-3% -$144K 0.07% 292
2025
Q4 		$4.52M Buy
84,624
+27,942
+49% +$1.37M 0.09% 247
2025
Q3 		$2.74M Buy
56,682
+515
+0.9% +$24.4K 0.07% 309
2025
Q2 		$2.54M Sell
56,167
-78,646
-58% -$3.31M 0.07% 284
2025
Q1 		$5.69M Buy
134,813
+30,701
+29% +$1.42M 0.22% 109
2024
Q4 		$4.98M Buy
104,112
+12,165
+13% +$598K 0.27% 78
2024
Q3 		$4.2M Buy
91,947
+1,355
+1% +$59.4K 0.24% 96
2024
Q2 		$3.6M Sell
90,592
-1,442
-2% -$58.8K 0.24% 87
2024
Q1 		$4.11M Sell
92,034
-396
-0.4% -$16.7K 0.32% 69
2023
Q4 		$4M Buy
92,430
+5,445
+6% +$199K 0.34% 63
2023
Q3 		$2.88M Buy
86,985
+34,544
+66% +$1.26M 0.27% 92
2023
Q2 		$1.73M Buy
52,441
+4,753
+10% +$154K 0.2% 123
2023
Q1 		$1.72M Buy
47,688
+5,346
+13% +$238K 0.2% 126
2022
Q4 		$1.85M Buy
42,342
+7,048
+20% +$302K 0.24% 111
2022
Q3 		$1.42M Buy
35,294
+5,701
+19% +$264K 0.22% 125
2022
Q2 		$1.36M Buy
29,593
+8,983
+44% +$448K 0.2% 141
2022
Q1 		$1.09M Buy
20,610
+10,658
+107% +$612K 0.14% 170
2021
Q4 		$559K Buy
9,952
+2,930
+42% +$173K 0.07% 304
2021
Q3 		$417K Buy
7,022
+2,318
+49% +$132K 0.06% 331
2021
Q2 		$268K Buy
4,704
+3,204
+214% +$188K 0.03% 471
2021
Q1 		$82K Buy
1,500
+1,021
+213% +$51K 0.01% 576
2020
Q4 		$22K Buy
479
+9
+2% +$381 ﹤0.01% 733
2020
Q3 		$18.4K Sell
470
-504
-52% -$18.4K 0.01% 621
2020
Q2 		$35.3K Sell
974
-123
-11% -$4.38K 0.02% 426
2020
Q1 		$37.8K Sell
1,097
-265
-19% -$12.8K 0.02% 380
2019
Q4 		$75.2K Buy
+1,362
New +$78.7K 0.05% 268

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Arkadios Wealth Advisors's USB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its US Bancorp (USB) stake by 18% in Q2 2026, selling an estimated $821K and leaving 67,342 shares worth $4.07M. The position accounts for 0.06% of the portfolio, ranked #316.

Arkadios Wealth Advisors first reported a position in USB in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.69M in Q1 2025. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Arkadios Wealth Advisors held 67,342 shares of US Bancorp worth $4.07M as of Q2 2026.
  • Arkadios Wealth Advisors sold 14,653 US Bancorp shares in Q2 2026, an estimated $821K.
  • US Bancorp made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #316 holding.
  • Arkadios Wealth Advisors first reported a position in US Bancorp in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's US Bancorp position peaked at $5.69M in Q1 2025.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.