BFG
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Berger Financial Group’s US Bancorp USB Stock Holding History

Berger Financial Group’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 		$496K Sell
8,218
-642
-7% -$36K 0.03% 300
2026
Q1 		$461K Sell
8,860
-5
-0.1% -$275 0.03% 303
2025
Q4 		$473K Sell
8,865
-541
-6% -$26.6K 0.03% 303
2025
Q3 		$455K Buy
9,406
+21
+0.2% +$993 0.03% 297
2025
Q2 		$425K Sell
9,385
-2,054
-18% -$86.4K 0.03% 286
2025
Q1 		$483K Sell
11,439
-65
-0.6% -$3K 0.03% 262
2024
Q4 		$550K Sell
11,504
-160
-1% -$7.87K 0.04% 244
2024
Q3 		$533K Sell
11,664
-1,265
-10% -$55.5K 0.04% 227
2024
Q2 		$513K Buy
12,929
+3,813
+42% +$155K 0.04% 207
2024
Q1 		$408K Buy
9,116
+687
+8% +$29K 0.03% 234
2023
Q4 		$365K Sell
8,429
-1,900
-18% -$69.5K 0.04% 199
2023
Q3 		$341K Buy
10,329
+398
+4% +$14.5K 0.04% 191
2023
Q2 		$328K Buy
9,931
+30
+0.3% +$970 0.04% 208
2023
Q1 		$357K Buy
9,901
+495
+5% +$22K 0.04% 192
2022
Q4 		$410K Buy
9,406
+1,623
+21% +$69.5K 0.05% 173
2022
Q3 		$314K Buy
7,783
+782
+11% +$36.2K 0.05% 179
2022
Q2 		$322K Buy
7,001
+991
+16% +$49.5K 0.05% 177
2022
Q1 		$319K Buy
6,010
+416
+7% +$23.9K 0.04% 199
2021
Q4 		$314K Buy
5,594
+248
+5% +$14.7K 0.04% 204
2021
Q3 		$318K Buy
5,346
+1
+0% +$57 0.06% 156
2021
Q2 		$304K Sell
5,345
-73
-1% -$4.28K 0.06% 157
2021
Q1 		$300K Sell
5,418
-944
-15% -$47.1K 0.07% 148
2020
Q4 		$296K Buy
+6,362
New +$269K 0.05% 162

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Berger Financial Group's USB Position: Q2 2026 in Review

Berger Financial Group reduced its US Bancorp (USB) stake by 7.2% in Q2 2026, selling an estimated $36K and leaving 8,218 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #300.

Berger Financial Group first reported a position in USB in Q4 2020 and has held it in 23 quarters since. The position peaked at $550K in Q4 2024. 1,375 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Berger Financial Group held 8,218 shares of US Bancorp worth $496K as of Q2 2026.
  • Berger Financial Group sold 642 US Bancorp shares in Q2 2026, an estimated $36K.
  • US Bancorp made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #300 holding.
  • Berger Financial Group first reported a position in US Bancorp in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's US Bancorp position peaked at $550K in Q4 2024.
  • 1,375 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.