Beaird Harris Wealth Management’s US Bancorp USB Stock Holding History

Beaird Harris 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	$115K	Buy	1,903 +582	+44%	+$32.6K	0.01%	197
2026 Q1	$68.7K	Hold	1,321	–	–	﹤0.01%	217
2025 Q4	$70.5K	Hold	1,321	–	–	﹤0.01%	219
2025 Q3	$63.8K	Buy	1,321 +3	+0.2%	+$142	﹤0.01%	218
2025 Q2	$59.6K	Buy	1,318 +48	+4%	+$2.02K	﹤0.01%	233
2025 Q1	$53.6K	Hold	1,270	–	–	﹤0.01%	217
2024 Q4	$60.7K	Hold	1,270	–	–	0.01%	209
2024 Q3	$58.1K	Sell	1,270 -1	-0.1%	-$44	0.01%	218
2024 Q2	$50.4K	Buy	1,271 +1	+0.1%	+$41	﹤0.01%	223
2024 Q1	$56.8K	Buy	1,270 +500	+65%	+$21.1K	0.01%	193
2023 Q4	$33.3K	Hold	770	–	–	﹤0.01%	213
2023 Q3	$25.5K	Hold	770	–	–	﹤0.01%	223
2023 Q2	$25.4K	Hold	770	–	–	﹤0.01%	214
2023 Q1	$27.8K	Hold	770	–	–	0.01%	207
2022 Q4	$33.6K	Hold	770	–	–	0.01%	207
2022 Q3	$31K	Hold	770	–	–	0.01%	198
2022 Q2	$35K	Hold	770	–	–	0.01%	160
2022 Q1	$41K	Hold	770	–	–	0.01%	202
2021 Q4	$43K	Buy	+770	New	+$45.5K	0.02%	254

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

Beaird Harris Wealth Management's USB Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its US Bancorp (USB) stake by 44% in Q2 2026, buying an estimated $32.6K and bringing the position to 1,903 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #197.

Beaird Harris Wealth Management first reported a position in USB in Q4 2021 and has held it in 19 quarters since. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Beaird Harris Wealth Management held 1,903 shares of US Bancorp worth $115K as of Q2 2026.
Beaird Harris Wealth Management bought 582 US Bancorp shares in Q2 2026, an estimated $32.6K.
US Bancorp made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #197 holding.
Beaird Harris Wealth Management first reported a position in US Bancorp in Q4 2021 and has held it in 19 quarters since.
2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.