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Bell Investment Advisors’s US Bancorp USB Stock Holding History

Bell Investment Advisors’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 		$40.8K Buy
675
+259
+62% +$14.5K 0.01% 314
2026
Q1 		$21.6K Hold
416
– – ﹤0.01% 434
2025
Q4 		$22.2K Sell
416
-530
-56% -$26.1K ﹤0.01% 417
2025
Q3 		$45.7K Sell
946
-137
-13% -$6.48K 0.01% 255
2025
Q2 		$49K Sell
1,083
-16
-1% -$673 0.01% 250
2025
Q1 		$46.4K Buy
1,099
+2
+0.2% +$92 0.01% 230
2024
Q4 		$52.5K Sell
1,097
-66
-6% -$3.25K 0.01% 215
2024
Q3 		$53.2K Buy
1,163
+35
+3% +$1.53K 0.01% 218
2024
Q2 		$44.8K Sell
1,128
-36
-3% -$1.47K 0.01% 232
2024
Q1 		$52K Hold
1,164
– – 0.01% 203
2023
Q4 		$50.4K Buy
1,164
+245
+27% +$8.96K 0.01% 199
2023
Q3 		$30.4K Buy
919
+149
+19% +$5.43K 0.01% 241
2023
Q2 		$25.4K Buy
770
+41
+6% +$1.32K 0.01% 262
2023
Q1 		$26.3K Sell
729
-328
-31% -$14.6K 0.01% 252
2022
Q4 		$46.1K Buy
1,057
+161
+18% +$6.89K 0.01% 175
2022
Q3 		$36K Sell
896
-84
-9% -$3.89K 0.01% 177
2022
Q2 		$45K Buy
+980
New +$48.9K 0.01% 149
2021
Q4 		$57K Buy
1,009
+234
+30% +$13.8K 0.02% 146
2021
Q3 		$46K Buy
+775
New +$44.1K 0.01% 156

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

Bell Investment Advisors's USB Position: Q2 2026 in Review

Bell Investment Advisors increased its US Bancorp (USB) stake by 62% in Q2 2026, buying an estimated $14.5K and bringing the position to 675 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #314.

Bell Investment Advisors first reported a position in USB in Q3 2021 and has held it in 19 quarters since. The position peaked at $57K in Q4 2021. 2,052 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Bell Investment Advisors held 675 shares of US Bancorp worth $40.8K as of Q2 2026.
  • Bell Investment Advisors bought 259 US Bancorp shares in Q2 2026, an estimated $14.5K.
  • US Bancorp made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • Bell Investment Advisors first reported a position in US Bancorp in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's US Bancorp position peaked at $57K in Q4 2021.
  • 2,052 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.