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Balboa Wealth Partners’s US Bancorp USB Stock Holding History

Balboa Wealth Partners’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 		$237K Sell
3,923
-997
-20% -$55.9K 0.03% 397
2026
Q1 		$256K Buy
4,920
+188
+4% +$10.3K 0.04% 341
2025
Q4 		$252K Buy
+4,732
New +$233K 0.04% 328

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

Balboa Wealth Partners's USB Position: Q2 2026 in Review

Balboa Wealth Partners reduced its US Bancorp (USB) stake by 20% in Q2 2026, selling an estimated $55.9K and leaving 3,923 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #397.

Balboa Wealth Partners first reported a position in USB in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q1 2026. 2,069 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Balboa Wealth Partners held 3,923 shares of US Bancorp worth $237K as of Q2 2026.
  • Balboa Wealth Partners sold 997 US Bancorp shares in Q2 2026, an estimated $55.9K.
  • US Bancorp made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #397 holding.
  • Balboa Wealth Partners first reported a position in US Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Balboa Wealth Partners's US Bancorp position peaked at $256K in Q1 2026.
  • 2,069 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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