Aviso Wealth Management’s US Bancorp USB Stock Holding History

Aviso 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	$1.39M	Sell	22,989 -762	-3%	-$42.7K	0.47%	44
2026 Q1	$1.24M	Sell	23,751 -695	-3%	-$38.2K	0.56%	41
2025 Q4	$1.3M	Sell	24,446 -5,690	-19%	-$280K	0.55%	44
2025 Q3	$1.46M	Sell	30,136 -2,152	-7%	-$102K	0.63%	37
2025 Q2	$1.46M	Sell	32,288 -2,257	-7%	-$94.9K	0.68%	35
2025 Q1	$1.46M	Sell	34,545 -3,084	-8%	-$142K	0.78%	37
2024 Q4	$1.8M	Sell	37,629 -459	-1%	-$22.6K	0.92%	26
2024 Q3	$1.74M	Buy	38,088 +15	+0%	+$658	0.94%	27
2024 Q2	$1.51M	Sell	38,073 -1,868	-5%	-$76.2K	0.9%	26
2024 Q1	$1.79M	Buy	39,941 +1,259	+3%	+$53.1K	1.13%	23
2023 Q4	$1.67M	Buy	+38,682	New	+$1.41M	1.21%	19

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Aviso Wealth Management reduced its US Bancorp (USB) stake by 3.2% in Q2 2026, selling an estimated $42.7K and leaving 22,989 shares worth $1.39M. The position accounts for 0.47% of the portfolio, ranked #44.

Aviso Wealth Management first reported a position in USB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2024. 2,068 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Aviso Wealth Management held 22,989 shares of US Bancorp worth $1.39M as of Q2 2026.
Aviso Wealth Management sold 762 US Bancorp shares in Q2 2026, an estimated $42.7K.
US Bancorp made up 0.47% of Aviso Wealth Management's portfolio in Q2 2026, its #44 holding.
Aviso Wealth Management first reported a position in US Bancorp in Q4 2023 and has held it in 11 quarters since.
Aviso Wealth Management's US Bancorp position peaked at $1.8M in Q4 2024.
2,068 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.