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AssuredPartners Investment Advisors’s US Bancorp USB Stock Holding History

AssuredPartners Investment 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 		$212K Sell
3,504
-7,108
-67% -$398K 0.02% 395
2026
Q1 		$567K Sell
10,612
-53
-0.5% -$2.91K 0.06% 234
2025
Q4 		$569K Buy
+10,665
New +$525K 0.08% 193

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's USB Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its US Bancorp (USB) stake by 67% in Q2 2026, selling an estimated $398K and leaving 3,504 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #395.

AssuredPartners Investment Advisors first reported a position in USB in Q4 2025 and has held it in 3 quarters since. The position peaked at $569K in Q4 2025. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • AssuredPartners Investment Advisors held 3,504 shares of US Bancorp worth $212K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 7,108 US Bancorp shares in Q2 2026, an estimated $398K.
  • US Bancorp made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #395 holding.
  • AssuredPartners Investment Advisors first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • AssuredPartners Investment Advisors's US Bancorp position peaked at $569K in Q4 2025.
  • 2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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