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Atlantic Edge Private Wealth Management’s US Bancorp USB Stock Holding History

Atlantic Edge Private 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 		$42.3K Buy
700
+50
+8% +$2.8K 0.01% 265
2026
Q1 		$33.8K Hold
650
– – 0.01% 274
2025
Q4 		$34.7K Buy
650
+50
+8% +$2.46K 0.01% 258
2025
Q3 		$29K Hold
600
– – 0.01% 266
2025
Q2 		$27.1K Hold
600
– – 0.01% 257
2025
Q1 		$25.3K Sell
600
-50
-8% -$2.31K 0.01% 256
2024
Q4 		$31.1K Hold
650
– – 0.01% 229
2024
Q3 		$29.7K Sell
650
-600
-48% -$26.3K 0.01% 234
2024
Q2 		$49.6K Hold
1,250
– – 0.02% 193
2024
Q1 		$55.9K Hold
1,250
– – 0.02% 184
2023
Q4 		$54.1K Buy
+1,250
New +$45.7K 0.02% 182

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

Atlantic Edge Private Wealth Management's USB Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its US Bancorp (USB) stake by 7.7% in Q2 2026, buying an estimated $2.8K and bringing the position to 700 shares worth $42.3K. The position accounts for 0.01% of the portfolio, ranked #265.

Atlantic Edge Private Wealth Management first reported a position in USB in Q4 2023 and has held it in 11 quarters since. The position peaked at $55.9K in Q1 2024. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 700 shares of US Bancorp worth $42.3K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 50 US Bancorp shares in Q2 2026, an estimated $2.8K.
  • US Bancorp made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #265 holding.
  • Atlantic Edge Private Wealth Management first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's US Bancorp position peaked at $55.9K in Q1 2024.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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