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Axxcess Wealth Management’s US Bancorp USB Stock Holding History

Axxcess 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 		$1.66M Buy
+27,495
New +$1.54M 0.03% 424
2026
Q1 		– Sell
-13,124
Closed -$700K – 964
2025
Q4 		$700K Buy
13,124
+8,795
+203% +$433K 0.01% 596
2025
Q3 		$209K Buy
+4,329
New +$205K ﹤0.01% 877
2025
Q2 		– Sell
-10,527
Closed -$444K – 927
2025
Q1 		$444K Sell
10,527
-2,070
-16% -$95.5K 0.01% 590
2024
Q4 		$603K Sell
12,597
-363
-3% -$17.9K 0.01% 503
2024
Q3 		$593K Sell
12,960
-633
-5% -$27.8K 0.01% 514
2024
Q2 		$540K Sell
13,593
-16,873
-55% -$688K 0.01% 510
2024
Q1 		$1.36M Buy
30,466
+9,903
+48% +$418K 0.04% 314
2023
Q4 		$890K Buy
20,563
+5,544
+37% +$203K 0.03% 381
2023
Q3 		$497K Buy
15,019
+1,109
+8% +$40.4K 0.02% 474
2023
Q2 		$460K Buy
13,910
+6,943
+100% +$224K 0.03% 370
2023
Q1 		$251K Sell
6,967
-4,934
-41% -$220K 0.02% 532
2022
Q4 		$519K Sell
11,901
-6,334
-35% -$271K 0.04% 351
2022
Q3 		$735K Buy
18,235
+1,946
+12% +$90K 0.07% 243
2022
Q2 		$749K Buy
16,289
+3,127
+24% +$156K 0.07% 231
2022
Q1 		$700K Buy
13,162
+4,419
+51% +$254K 0.05% 290
2021
Q4 		$491K Buy
+8,743
New +$517K 0.04% 365

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

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

Axxcess Wealth Management opened a new position in US Bancorp (USB) in Q2 2026: 27,495 shares worth $1.66M. The stake represents 0.03% of the portfolio and ranks #424 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in USB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in USB in Q4 2021 and has held it in 17 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Axxcess Wealth Management held 27,495 shares of US Bancorp worth $1.66M as of Q2 2026.
  • US Bancorp was a new Axxcess Wealth Management position in Q2 2026.
  • US Bancorp made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Axxcess Wealth Management first reported a position in US Bancorp in Q4 2021 and has held it in 17 quarters since.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.